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Stratos Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Stratos Wealth Partners’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.49M Buy
99,442
+4,616
+5% +$217K 0.05% 352
2025
Q4 		$4.44M Buy
94,826
+4,307
+5% +$200K 0.05% 355
2025
Q3 		$4.14M Buy
90,519
+1,707
+2% +$75.2K 0.05% 360
2025
Q2 		$3.76M Buy
88,812
+16,587
+23% +$650K 0.05% 345
2025
Q1 		$2.78M Sell
72,225
-5,456
-7% -$221K 0.04% 369
2024
Q4 		$3.15M Sell
77,681
-8,353
-10% -$341K 0.04% 363
2024
Q3 		$3.41M Buy
86,034
+25,378
+42% +$969K 0.05% 341
2024
Q2 		$2.27M Buy
60,656
+5,803
+11% +$211K 0.04% 418
2024
Q1 		$2M Hold
54,853
– – 0.03% 439
2023
Q4 		$1.82M Buy
54,853
+26,844
+96% +$833K 0.03% 438
2023
Q3 		$839K Buy
+28,009
New +$872K 0.02% 632

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM