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Prosperity Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prosperity Capital Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403K Sell
4,896
-1,929
-28% -$149K 0.02% 300
2026
Q1 		$485K Buy
+6,825
New +$501K 0.03% 272

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prosperity Capital Advisors's DFAS Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 28% in Q2 2026, selling an estimated $149K and leaving 4,896 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #300.

Prosperity Capital Advisors first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. The position peaked at $485K in Q1 2026. 907 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Prosperity Capital Advisors held 4,896 shares of Dimensional US Small Cap ETF worth $403K as of Q2 2026.
  • Prosperity Capital Advisors sold 1,929 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $149K.
  • Dimensional US Small Cap ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #300 holding.
  • Prosperity Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Prosperity Capital Advisors's Dimensional US Small Cap ETF position peaked at $485K in Q1 2026.
  • 907 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.