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
- $1.27 Trillion
- Q1 2025
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 1,071,152 shares of DFIC stock, worth $33.5 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
1,071,152
Previous 1,004,422
6.64%
Holding current value
$33.5 Million
Previous $26 Billion
14.79%
% of portfolio
2.35%
Previous 2.11%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
494Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$967 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$862 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$508 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$192 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$162 Million0.2% of portfolio