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

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$30.18 - $33.87 $8.28 Million - $9.29 Million	274,336 New	274,336 $12.9 Billion

Others Institutions Holding DFSV

# of Institutions

392

Shares Held

106M

Call Options Held

10.1K

Put Options Held

Savant Capital, LLC

8.05M
Shares

$250 Million
2.02% of portfolio
Alaska Permanent Fund Corp Juneau, AK

7.62M
Shares

$237 Million
3.5% of portfolio
Jmg Financial Group, Ltd.

5.44M
Shares

$169 Million
5.92% of portfolio
Mather Group, Llc. Chicago, IL

4.17M
Shares

$130 Million
1.67% of portfolio
Ci Private Wealth, LLC Miami, FL

3.98M
Shares

$124 Million
0.19% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Account