FDW
PRF icon

Fourth Dimension Wealth’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Fourth Dimension Wealth’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$407K Buy
8,573
+8,563
+85,630% +$416K 0.15% 90
2025
Q4 		$469 Hold
10
– – ﹤0.01% 567
2025
Q3 		$452 Hold
10
– – ﹤0.01% 557
2025
Q2 		$423 Hold
10
– – ﹤0.01% 571
2025
Q1 		$404 Hold
10
– – ﹤0.01% 592
2024
Q4 		$403 Buy
+10
New +$413 ﹤0.01% 594

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fourth Dimension Wealth's PRF Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 85,630% in Q1 2026, buying an estimated $416K and bringing the position to 8,573 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #90.

Fourth Dimension Wealth first reported a position in PRF in Q4 2024 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Fourth Dimension Wealth held 8,573 shares of Invesco FTSE RAFI US 1000 ETF worth $407K as of Q1 2026.
  • Fourth Dimension Wealth bought 8,563 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $416K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.15% of Fourth Dimension Wealth's portfolio in Q1 2026, its #90 holding.
  • Fourth Dimension Wealth first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.