Prospera Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.3M	Sell	24,939 -728	-3%	-$38.2K	0.02%	733
2026 Q2	$1.33M	Sell	25,667 -150	-0.6%	-$7.51K	0.02%	658
2026 Q1	$1.17M	Sell	25,817 -3,218	-11%	-$151K	0.02%	656
2025 Q4	$1.36M	Buy	29,035 +2,622	+10%	+$122K	0.02%	585
2025 Q3	$1.21M	Buy	26,413 +1,590	+6%	+$70.1K	0.02%	612
2025 Q2	$1.05M	Sell	24,823 -2,162	-8%	-$84.8K	0.02%	636
2025 Q1	$1.04M	Buy	26,985 +6,480	+32%	+$263K	0.02%	556
2024 Q4	$830K	Buy	20,505 +5,550	+37%	+$227K	0.02%	597
2024 Q3	$594K	Buy	14,955 +3,750	+33%	+$143K	0.02%	661
2024 Q2	$420K	Buy	11,205 +3,700	+49%	+$134K	0.01%	777
2024 Q1	$274K	Buy	+7,505	New	+$260K	0.01%	933

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Prospera Financial Services's DFAU Position: Q3 2026 in Review

Prospera Financial Services reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.8% in Q3 2026, selling an estimated $38.2K and leaving 24,939 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #733.

Prospera Financial Services first reported a position in DFAU in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2025. 399 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Prospera Financial Services held 24,939 shares of Dimensional US Core Equity Market ETF worth $1.3M as of Q3 2026.
Prospera Financial Services sold 728 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $38.2K.
Dimensional US Core Equity Market ETF made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #733 holding.
Prospera Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 11 quarters since.
Prospera Financial Services's Dimensional US Core Equity Market ETF position peaked at $1.36M in Q4 2025.
399 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.