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Prosperity Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Prosperity Financial Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,460
Closed -$311K – 120
2023
Q2 		$311K Buy
+11,460
New +$295K 0.27% 85

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FFM
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BSW
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
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PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Prosperity Financial Group's DFAC Position: Q3 2023 in Review

Prosperity Financial Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q3 2023, closing a stake of 11,460 shares — an estimated $311K sold.

Prosperity Financial Group first reported a position in DFAC in Q2 2023 and held it in 1 quarter. The position peaked at $311K in Q2 2023. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

  • Prosperity Financial Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 11,460 Dimensional US Core Equity 2 ETF shares in Q3 2023, an estimated $311K.
  • Prosperity Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's Dimensional US Core Equity 2 ETF position peaked at $311K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.