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Prosperity Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prosperity Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,926
Closed -$200K – 262
2025
Q3 		$200K Buy
+2,926
New +$195K 0.07% 234

Other funds holding DFAS

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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Prosperity Wealth Management's DFAS Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2025, closing a stake of 2,926 shares — an estimated $200K sold.

Prosperity Wealth Management first reported a position in DFAS in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 865 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Dimensional US Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,926 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $200K.
  • Prosperity Wealth Management first reported a position in Dimensional US Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's Dimensional US Small Cap ETF position peaked at $200K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.