C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 295,888 shares of DFSD stock, worth $14.1 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
295,888
Previous 274,337
7.86%
Holding current value
$14.1 Million
Previous $12.9 Billion
9.44%
% of portfolio
1.11%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio