Prosperity Capital Advisors’s U.S. Small Cap Portfolio ETF Class Shares 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 Q3	–	Sell	-4,896	Closed	-$403K	–	425
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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prosperity Capital Advisors's DFAS Position: Q3 2026 in Review

Prosperity Capital Advisors sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026, closing a stake of 4,896 shares — an estimated $403K sold.

Prosperity Capital Advisors first reported a position in DFAS in Q1 2026 and held it in 2 quarters. The position peaked at $485K in Q1 2026. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Prosperity Capital Advisors reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 4,896 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $403K.
Prosperity Capital Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and held it in 2 quarters.
Prosperity Capital Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $485K in Q1 2026.
166 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.