PCA
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Prosperity Capital Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Prosperity Capital Advisors’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,541
Closed -$209K – 397
2025
Q3 		$209K Buy
+4,541
New +$203K 0.01% 398
2024
Q4 		– Sell
-11,947
Closed -$455K – 341
2024
Q3 		$455K Sell
11,947
-3,616
-23% -$134K 0.04% 231
2024
Q2 		$559K Sell
15,563
-4,555
-23% -$168K 0.06% 184
2024
Q1 		$739K Buy
20,118
+2,386
+13% +$82.7K 0.09% 173
2023
Q4 		$609K Buy
17,732
+1,760
+11% +$57.4K 0.07% 139
2023
Q3 		$521K Buy
15,972
+2,817
+21% +$93.9K 0.07% 137
2023
Q2 		$432K Buy
13,155
+2,699
+26% +$88.6K 0.06% 149
2023
Q1 		$337K Buy
+10,456
New +$337K 0.05% 155

Other funds holding DFIV

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Mercer Global Advisors
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return