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
- $1.27 Trillion
- Q1 2025
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 76,203 shares of DFNM stock, worth $3.62 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
76,203
Previous 82,068
7.15%
Holding current value
$3.62 Million
Previous $3.92 Billion
7.32%
% of portfolio
0.29%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.4 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio