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Stratos Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Stratos Wealth Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.28M Buy
110,061
+3,110
+3% +$125K 0.26% 88
2025
Q4 		$4.23M Buy
106,951
+200
+0.2% +$7.81K 0.2% 115
2025
Q3 		$4.12M Buy
106,751
+5,947
+6% +$222K 0.2% 122
2025
Q2 		$3.61M Sell
100,804
-858
-0.8% -$28.6K 0.19% 126
2025
Q1 		$3.35M Hold
101,662
– – 0.18% 115
2024
Q4 		$3.52M Sell
101,662
-2,676
-3% -$94.2K 0.17% 138
2024
Q3 		$3.58M Buy
104,338
+2,676
+3% +$88.4K 0.16% 134
2024
Q2 		$3.28M Buy
+101,662
New +$3.21M 0.16% 136

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Stratos Wealth Advisors's DFAC Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.9% in Q1 2026, buying an estimated $125K and bringing the position to 110,061 shares worth $4.28M. The position accounts for 0.26% of the portfolio, ranked #88.

Stratos Wealth Advisors first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Stratos Wealth Advisors held 110,061 shares of Dimensional US Core Equity 2 ETF worth $4.28M as of Q1 2026.
  • Stratos Wealth Advisors bought 3,110 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $125K.
  • Dimensional US Core Equity 2 ETF made up 0.26% of Stratos Wealth Advisors's portfolio in Q1 2026, its #88 holding.
  • Stratos Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.