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 Q3	$7.01M	Sell	84,459 -3,195	-4%	-$265K	0.35%	59
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	$9.5M	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

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

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

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

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 3.6% in Q3 2026, selling an estimated $265K and leaving 84,459 shares worth $7.01M. The position accounts for 0.35% of the portfolio, ranked #59.

Prosperity Capital Advisors first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $31.5M in Q2 2023. 227 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Prosperity Capital Advisors held 84,459 shares of Dimensional US Equity ETF worth $7.01M as of Q3 2026.
Prosperity Capital Advisors sold 3,195 Dimensional US Equity ETF shares in Q3 2026, an estimated $265K.
Dimensional US Equity ETF made up 0.35% of Prosperity Capital Advisors's portfolio in Q3 2026, its #59 holding.
Prosperity Capital Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
Prosperity Capital Advisors's Dimensional US Equity ETF position peaked at $31.5M in Q2 2023.
227 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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