C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr U S Core Eq Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $845 Billion
- Q1 2024
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 2,567,494 shares of DFAC stock, worth $81.9 Million. This represents 9.71% of its overall portfolio holdings.
Number of Shares
2,567,494
Previous 4,128,418
37.81%
Holding current value
$81.9 Million
Previous $121 Billion
32.02%
% of portfolio
9.71%
Previous 13.09%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
836Shares Held
678MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.65 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.44 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.26 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.2 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$555 Million0.3% of portfolio