Prosperity Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Prosperity Capital Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.18M	Sell	87,654 -4,683	-5%	-$370K	0.35%	52
2026 Q1	$6.55M	Sell	92,337 -2,761	-3%	-$205K	0.37%	50
2025 Q4	$7.05M	Sell	95,098 -43,869	-32%	-$3.22M	0.42%	43
2025 Q3	$10.1M	Sell	138,967 -2,587	-2%	-$180K	0.58%	37
2025 Q2	$9.49M	Sell	141,554 -7,994	-5%	-$495K	0.62%	36
2025 Q1	$9.08M	Sell	149,548 -8,422	-5%	-$538K	0.72%	28
2024 Q4	$10.1M	Sell	157,970 -1,250	-0.8%	-$80.1K	0.82%	24
2024 Q3	$9.9M	Sell	159,220 -2,764	-2%	-$165K	0.84%	25
2024 Q2	$9.53M	Sell	161,984 -4,055	-2%	-$231K	1.05%	17
2024 Q1	$9.46M	Sell	166,039 -121,081	-42%	-$6.56M	1.12%	16
2023 Q4	$14.9M	Sell	287,120 -375,219	-57%	-$18.2M	1.61%	12
2023 Q3	$30.8M	Buy	662,339 +7,403	+1%	+$358K	4.08%	7
2023 Q2	$31.5M	Sell	654,936 -43,143	-6%	-$1.96M	4.41%	5
2023 Q1	$31M	Buy	698,079 +343,386	+97%	+$14.9M	4.79%	5
2022 Q4	$14.8M	Buy	+354,693	New	+$14.8M	4.54%	5

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 5.1% in Q2 2026, selling an estimated $370K and leaving 87,654 shares worth $7.18M. The position accounts for 0.35% of the portfolio, ranked #52.

Prosperity Capital Advisors first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.5M in Q2 2023. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Prosperity Capital Advisors held 87,654 shares of Dimensional US Equity ETF worth $7.18M as of Q2 2026.
Prosperity Capital Advisors sold 4,683 Dimensional US Equity ETF shares in Q2 2026, an estimated $370K.
Dimensional US Equity ETF made up 0.35% of Prosperity Capital Advisors's portfolio in Q2 2026, its #52 holding.
Prosperity Capital Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's Dimensional US Equity ETF position peaked at $31.5M in Q2 2023.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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