C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Dimensional ETF Tr Dimensional Transaction History

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

$1.18 Trillion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$24.51 - $26.54 $445,444 - $482,337	18,174 New	18,174 $482 Million

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.31 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.27 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$288 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$236 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$233 Million
15.86% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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