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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

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return