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Prosperity Capital Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Prosperity Capital Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,261
Closed -$364K – 396
2025
Q3 		$364K Sell
6,261
-35
-0.6% -$1.99K 0.02% 319
2025
Q2 		$340K Sell
6,296
-52
-0.8% -$2.65K 0.02% 306
2025
Q1 		$328K Buy
6,348
+5
+0.1% +$275 0.03% 286
2024
Q4 		$353K Sell
6,343
-180
-3% -$10.3K 0.03% 261
2024
Q3 		$363K Sell
6,523
-2,281
-26% -$123K 0.03% 248
2024
Q2 		$457K Buy
8,804
+241
+3% +$12.6K 0.05% 203
2024
Q1 		$466K Buy
8,563
+722
+9% +$37.2K 0.06% 217
2023
Q4 		$410K Buy
7,841
+683
+10% +$31.9K 0.04% 164
2023
Q3 		$327K Buy
7,158
+2,582
+56% +$123K 0.04% 175
2023
Q2 		$212K Hold
4,576
– – 0.03% 217
2023
Q1 		$204K Hold
4,576
– – 0.03% 195
2022
Q4 		$201K Buy
+4,576
New +$201K 0.06% 187

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