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
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 559,644 shares of DFIC stock, worth $15.2 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
559,644
Previous 156,969
256.53%
Holding current value
$15.2 Million
Previous $4.13 Billion
281.62%
% of portfolio
1.34%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
347Shares Held
223MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$647 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$415 Million8.27% of portfolio
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Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio