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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Prospera Financial Services reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.58% in Q2 2026, selling an estimated $7.51K and leaving 25,667 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #658.

Prospera Financial Services first reported a position in DFAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Prospera Financial Services held 25,667 shares of Dimensional US Core Equity Market ETF worth $1.33M as of Q2 2026.
  • Prospera Financial Services sold 150 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $7.51K.
  • Dimensional US Core Equity Market ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #658 holding.
  • Prospera Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Prospera Financial Services's Dimensional US Core Equity Market ETF position peaked at $1.36M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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