Prosperity Capital Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Prosperity Capital Advisors’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 Q1	$111M	Buy	2,858,739 +32,330	+1%	+$1.3M	6.32%	2
2025 Q4	$112M	Sell	2,826,409 -1,199,323	-30%	-$46.8M	6.7%	2
2025 Q3	$155M	Buy	4,025,732 +87,140	+2%	+$3.25M	9%	1
2025 Q2	$141M	Sell	3,938,592 -78,107	-2%	-$2.61M	9.21%	1
2025 Q1	$133M	Buy	4,016,699 +73,064	+2%	+$2.54M	10.5%	1
2024 Q4	$136M	Buy	3,943,635 +461,424	+13%	+$16.3M	11.08%	1
2024 Q3	$119M	Buy	3,482,211 +650,028	+23%	+$21.5M	10.16%	1
2024 Q2	$91.3M	Buy	2,832,183 +264,689	+10%	+$8.35M	10.09%	1
2024 Q1	$82M	Sell	2,567,494 -1,560,924	-38%	-$47.1M	9.71%	1
2023 Q4	$121M	Buy	4,128,418 +415,966	+11%	+$11.3M	13.09%	1
2023 Q3	$97.3M	Buy	3,712,452 +93,073	+3%	+$2.54M	12.87%	1
2023 Q2	$98.3M	Buy	3,619,379 +84,474	+2%	+$2.18M	13.74%	1
2023 Q1	$90.1M	Buy	3,534,905 +1,720,401	+95%	+$43.6M	13.92%	1
2022 Q4	$44.1M	Buy	+1,814,504	New	+$44.1M	13.56%	1

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Prosperity Capital Advisors's DFAC Position: Q1 2026 in Review

Prosperity Capital Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q1 2026, buying an estimated $1.3M and bringing the position to 2,858,739 shares worth $111M. The position accounts for 6.32% of the portfolio, ranked #2.

Prosperity Capital Advisors first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $155M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Prosperity Capital Advisors held 2,858,739 shares of Dimensional US Core Equity 2 ETF worth $111M as of Q1 2026.
Prosperity Capital Advisors bought 32,330 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.3M.
Dimensional US Core Equity 2 ETF made up 6.32% of Prosperity Capital Advisors's portfolio in Q1 2026, its #2 holding.
Prosperity Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Prosperity Capital Advisors's Dimensional US Core Equity 2 ETF position peaked at $155M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.