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

Stratos Wealth Partners’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 		$11.9M Sell
306,642
-6,671
-2% -$269K 0.14% 158
2025
Q4 		$12.4M Sell
313,313
-11,834
-4% -$462K 0.14% 145
2025
Q3 		$12.5M Buy
325,147
+10,691
+3% +$399K 0.15% 139
2025
Q2 		$11.3M Sell
314,456
-534
-0.2% -$17.8K 0.15% 136
2025
Q1 		$10.4M Buy
314,990
+1,422
+0.5% +$49.4K 0.16% 133
2024
Q4 		$10.8M Sell
313,568
-33,056
-10% -$1.16M 0.15% 131
2024
Q3 		$11.9M Buy
346,624
+12,358
+4% +$408K 0.17% 121
2024
Q2 		$10.8M Buy
334,266
+2,541
+0.8% +$80.1K 0.17% 121
2024
Q1 		$10.6M Buy
331,725
+10,995
+3% +$332K 0.18% 129
2023
Q4 		$9.37M Buy
320,730
+7,995
+3% +$216K 0.17% 133
2023
Q3 		$8.19M Sell
312,735
-10,672
-3% -$291K 0.18% 128
2023
Q2 		$8.78M Buy
323,407
+28,233
+10% +$728K 0.2% 112
2023
Q1 		$7.52M Sell
295,174
-9,136
-3% -$231K 0.2% 107
2022
Q4 		$7.39M Buy
304,310
+37,385
+14% +$909K 0.19% 118
2022
Q3 		$5.94M Buy
266,925
+196,924
+281% +$4.83M 0.17% 129
2022
Q2 		$1.63M Buy
70,001
+27,798
+66% +$704K 0.04% 359
2022
Q1 		$1.16M Sell
42,203
-3,671
-8% -$101K 0.03% 513
2021
Q4 		$1.33M Buy
45,874
+26,396
+136% +$745K 0.03% 481
2021
Q3 		$518K Sell
19,478
-6,536
-25% -$178K 0.01% 729
2021
Q2 		$702K Buy
+26,014
New +$691K 0.02% 665

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 $7.07B AUM 18.05% 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 Partners's DFAC Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.1% in Q1 2026, selling an estimated $269K and leaving 306,642 shares worth $11.9M. The position accounts for 0.14% of the portfolio, ranked #158.

Stratos Wealth Partners first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.5M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Stratos Wealth Partners held 306,642 shares of Dimensional US Core Equity 2 ETF worth $11.9M as of Q1 2026.
  • Stratos Wealth Partners sold 6,671 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $269K.
  • Dimensional US Core Equity 2 ETF made up 0.14% of Stratos Wealth Partners's portfolio in Q1 2026, its #158 holding.
  • Stratos Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Stratos Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $12.5M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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