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Prospect Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Prospect Financial Group’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 		$6.41M Buy
164,827
+15,393
+10% +$620K 5.91% 6
2025
Q4 		$5.92M Buy
149,434
+428
+0.3% +$16.7K 5.5% 6
2025
Q3 		$5.75M Sell
149,006
-2,720
-2% -$102K 5.61% 6
2025
Q2 		$5.44M Buy
151,726
+17,516
+13% +$584K 5.69% 6
2025
Q1 		$4.43M Buy
134,210
+2,278
+2% +$79.1K 5.65% 5
2024
Q4 		$4.56M Buy
+131,932
New +$4.65M 5.61% 6

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

Prospect Financial Group's DFAC Position: Q1 2026 in Review

Prospect Financial Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q1 2026, buying an estimated $620K and bringing the position to 164,827 shares worth $6.41M. The position accounts for 5.91% of the portfolio, ranked #6.

Prospect Financial Group first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Prospect Financial Group held 164,827 shares of Dimensional US Core Equity 2 ETF worth $6.41M as of Q1 2026.
  • Prospect Financial Group bought 15,393 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $620K.
  • Dimensional US Core Equity 2 ETF made up 5.91% of Prospect Financial Group's portfolio in Q1 2026, its #6 holding.
  • Prospect Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.