C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr Natl Mun Bd Call Options Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.18 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFNM

# of Institutions

187

Shares Held

21.3M

Call Options Held

Put Options Held

Truepoint, Inc.

2.59M
Shares

$125 Million
3.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.5 Million
0.64% of portfolio
Foster Group, Inc.

1.19M
Shares

$57.4 Million
2.25% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$46.1 Million
1.71% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.3 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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