C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $1.23 Trillion
- Q4 2024
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 2,030,631 shares of DFAX stock, worth $52.3 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
2,030,631Holding current value
$52.3 Million% of portfolio
4.1%Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
534Shares Held
234MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio