C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 1,004,422 shares of DFIC stock, worth $28.9 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
1,004,422Holding current value
$28.9 Million% of portfolio
2.11%Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio