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Prosperity Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Prosperity Capital Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Sell
9,072
-130
-1% -$6.83K 0.02% 274
2026
Q1 		$446K Buy
9,202
+565
+7% +$27.7K 0.03% 281
2025
Q4 		$402K Sell
8,637
-769
-8% -$34.9K 0.02% 284
2025
Q3 		$420K Sell
9,406
-78
-0.8% -$3.4K 0.02% 305
2025
Q2 		$401K Sell
9,484
-1,081
-10% -$43.4K 0.03% 287
2025
Q1 		$435K Sell
10,565
-399
-4% -$16.7K 0.03% 250
2024
Q4 		$449K Sell
10,964
-814
-7% -$34.6K 0.04% 232
2024
Q3 		$491K Sell
11,778
-6,385
-35% -$258K 0.04% 222
2024
Q2 		$713K Sell
18,163
-1,275
-7% -$50.4K 0.08% 159
2024
Q1 		$795K Buy
19,438
+8,196
+73% +$313K 0.09% 164
2023
Q4 		$418K Buy
11,242
+3,734
+50% +$129K 0.05% 161
2023
Q3 		$255K Buy
+7,508
New +$263K 0.03% 205

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q2 2026, selling an estimated $6.83K and leaving 9,072 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #274.

Prosperity Capital Advisors first reported a position in DFUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $795K in Q1 2024. 188 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Prosperity Capital Advisors held 9,072 shares of Dimensional US Marketwide Value ETF worth $499K as of Q2 2026.
  • Prosperity Capital Advisors sold 130 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $6.83K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #274 holding.
  • Prosperity Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Prosperity Capital Advisors's Dimensional US Marketwide Value ETF position peaked at $795K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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