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
- $1.18 Trillion
- Q3 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 559,644 shares of DFIC stock, worth $14.5 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
559,644
Previous 156,969
256.53%
Holding current value
$14.5 Million
Previous $4.13 Billion
281.62%
% of portfolio
1.34%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$701 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$668 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$409 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio