PFS
DFAC icon

Prospera Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Prospera Financial Services’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
Q2 		$7.05M Buy
158,872
+6,875
+5% +$294K 0.1% 210
2026
Q1 		$5.91M Buy
151,997
+31,642
+26% +$1.27M 0.1% 236
2025
Q4 		$4.76M Buy
120,355
+20,562
+21% +$803K 0.08% 252
2025
Q3 		$3.85M Buy
99,793
+30,461
+44% +$1.14M 0.07% 310
2025
Q2 		$2.48M Buy
69,332
+19,255
+38% +$642K 0.05% 407
2025
Q1 		$1.65M Buy
50,077
+4,330
+9% +$150K 0.04% 429
2024
Q4 		$1.58M Buy
45,747
+20,550
+82% +$724K 0.04% 421
2024
Q3 		$864K Buy
25,197
+7,298
+41% +$241K 0.02% 538
2024
Q2 		$577K Buy
17,899
+5,045
+39% +$159K 0.02% 663
2024
Q1 		$411K Buy
12,854
+2,870
+29% +$86.6K 0.01% 769
2023
Q4 		$292K Buy
+9,984
New +$270K 0.01% 865

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Prospera Financial Services's DFAC Position: Q2 2026 in Review

Prospera Financial Services increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.5% in Q2 2026, buying an estimated $294K and bringing the position to 158,872 shares worth $7.05M. The position accounts for 0.1% of the portfolio, ranked #210.

Prospera Financial Services first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Prospera Financial Services held 158,872 shares of Dimensional US Core Equity 2 ETF worth $7.05M as of Q2 2026.
  • Prospera Financial Services bought 6,875 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $294K.
  • Dimensional US Core Equity 2 ETF made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #210 holding.
  • Prospera Financial Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.