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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
Q2 		$6.25M Buy
120,928
+21,486
+22% +$1.08M 0.06% 294
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 $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Stratos Wealth Partners's DFAU Position: Q2 2026 in Review

Stratos Wealth Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 22% in Q2 2026, buying an estimated $1.08M and bringing the position to 120,928 shares worth $6.25M. The position accounts for 0.06% of the portfolio, ranked #294.

Stratos Wealth Partners first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Stratos Wealth Partners held 120,928 shares of Dimensional US Core Equity Market ETF worth $6.25M as of Q2 2026.
  • Stratos Wealth Partners bought 21,486 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.08M.
  • Dimensional US Core Equity Market ETF made up 0.06% of Stratos Wealth Partners's portfolio in Q2 2026, its #294 holding.
  • Stratos Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.