Prudential Financial
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Prudential Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-11,135
Closed -$722K – 2363
2024
Q3 		$722K Buy
11,135
+1,438
+15% +$90K ﹤0.01% 2059
2024
Q2 		$583K Buy
9,697
+275
+3% +$16.6K ﹤0.01% 2103
2024
Q1 		$587K Buy
9,422
+2,554
+37% +$151K ﹤0.01% 2108
2023
Q4 		$409K Buy
6,868
+2,851
+71% +$153K ﹤0.01% 2209
2023
Q3 		$211K Buy
+4,017
New +$221K ﹤0.01% 2378

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Prudential Financial's DFAS Position: Q4 2024 in Review

Prudential Financial sold out of Dimensional US Small Cap ETF (DFAS) in Q4 2024, closing a stake of 11,135 shares — an estimated $722K sold.

Prudential Financial first reported a position in DFAS in Q3 2023 and held it in 5 quarters. The position peaked at $722K in Q3 2024. 740 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

  • Prudential Financial reported no remaining Dimensional US Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 11,135 Dimensional US Small Cap ETF shares in Q4 2024, an estimated $722K.
  • Prudential Financial first reported a position in Dimensional US Small Cap ETF in Q3 2023 and held it in 5 quarters.
  • Prudential Financial's Dimensional US Small Cap ETF position peaked at $722K in Q3 2024.
  • 740 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.