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
- $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 U S Core Eq stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 3,482,211 shares of DFAC stock, worth $123 Million. This represents 10.16% of its overall portfolio holdings.
Number of Shares
3,482,211
Previous 2,832,183
22.95%
Holding current value
$123 Million
Previous $91.3 Billion
30.77%
% of portfolio
10.16%
Previous 10.09%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio