Prospera Financial Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Prospera Financial Services’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$467K	Hold	6,673	–	–	0.01%	1077
2026 Q1	$417K	Buy	6,673 +296	+5%	+$18.8K	0.01%	1074
2025 Q4	$380K	Buy	+6,377	New	+$372K	0.01%	1043
2024 Q2	–	Sell	-58,884	Closed	-$3.2M	–	1146
2024 Q1	$3.2M	Buy	58,884 +31,004	+111%	+$1.6M	0.1%	235
2023 Q4	$1.46M	Buy	+27,880	New	+$1.3M	0.05%	376

Other funds holding DFAT

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

IFA

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

PFA

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Prospera Financial Services held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 6,673 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #1077.

Prospera Financial Services first reported a position in DFAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.2M in Q1 2024. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Prospera Financial Services held 6,673 shares of Dimensional US Targeted Value ETF worth $467K as of Q2 2026.
Prospera Financial Services left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1077 holding.
Prospera Financial Services first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 5 quarters since.
Prospera Financial Services's Dimensional US Targeted Value ETF position peaked at $3.2M in Q1 2024.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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