C2P Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors DFAC Holdings History
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 4.02 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $132.95 Mil. This investment constitutes 10.5% of their stock portfolio, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors now holds 0.42% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has made 8 purchases of DFAC, at an average price of $27.25, for a total of 5.58 Mil shares. In addition, there have been 1 sales at an average price of $30.19 for 1.56 Mil shares. Based on historical transaction data and DFAC's current price of $36.95, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's estimated gain on his DFAC holdings is $43.53 Mil, reflecting a 28.64% gain to date.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DFAC ($36.95) Holding Chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DFAC ($36.95) 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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