Prospect Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prospect Financial Group’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$631K	Sell	7,668 -440	-5%	-$34.1K	0.51%	38
2026 Q1	$577K	Sell	8,108 -11,011	-58%	-$808K	0.53%	37
2025 Q4	$1.33M	Sell	19,119 -333	-2%	-$23K	1.24%	23
2025 Q3	$1.33M	Sell	19,452 -958	-5%	-$63.9K	1.3%	22
2025 Q2	$1.3M	Buy	20,410 +3,954	+24%	+$237K	1.36%	22
2025 Q1	$983K	Sell	16,456 -676	-4%	-$43.5K	1.25%	22
2024 Q4	$1.11M	Buy	+17,132	New	+$1.15M	1.37%	23

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prospect Financial Group's DFAS Position: Q2 2026 in Review

Prospect Financial Group reduced its Dimensional US Small Cap ETF (DFAS) stake by 5.4% in Q2 2026, selling an estimated $34.1K and leaving 7,668 shares worth $631K. The position accounts for 0.51% of the portfolio, ranked #38.

Prospect Financial Group first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 913 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Prospect Financial Group held 7,668 shares of Dimensional US Small Cap ETF worth $631K as of Q2 2026.
Prospect Financial Group sold 440 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $34.1K.
Dimensional US Small Cap ETF made up 0.51% of Prospect Financial Group's portfolio in Q2 2026, its #38 holding.
Prospect Financial Group first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Prospect Financial Group's Dimensional US Small Cap ETF position peaked at $1.33M in Q4 2025.
913 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.