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
- $1.07 Trillion
- Q2 2025
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
296MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio