Number of Shares
822,152.00
Current Holdings Value*
$50.61 Mil
% of Portfolio
4%
Total Estimate Gain
$5.46 Mil
% of Total Estimate Gain
10.68%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Dimensional US Core Equity 1 ETF Holding Summary

As of 2025-03-31, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 822,152.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $50.61 Mil. This investment constitutes 4% of their stock portfolio, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors now holds 3.27% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.

The initial trade took place in 2024Q1. And since then C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has made 5 purchases of DCOR, at an average price of $62.23, for a total of 822,152.00 shares. Based on historical transaction data and DCOR's current price of $68.87, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's estimated gain on his DCOR holdings is $5.46 Mil, reflecting a 10.68% gain to date.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DCOR ($68.87) Holding Chart

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DCOR ($68.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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