C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 82,068 shares of DFNM stock, worth $3.95 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
82,068
Previous 3,943,633
97.92%
Holding current value
$3.95 Million
Previous $136 Billion
97.13%
% of portfolio
0.32%
Previous 11.52%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
215Shares Held
23.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$55 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio