C2P Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors DFAX Holdings History
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Dimensional World ex 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 1.96 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $51.51 Mil. This investment constitutes 4.07% of their stock portfolio, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors now holds 0.67% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q4. And since then C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has made 6 purchases of DFAX, at an average price of $22.12, for a total of 3.38 Mil shares. In addition, there have been 3 sales at an average price of $24.37 for 1.43 Mil shares. Based on historical transaction data and DFAX's current price of $30.33, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's estimated gain on his DFAX holdings is $19.28 Mil, reflecting a 25.75% gain to date.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DFAX ($30.33) Holding Chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DFAX ($30.33) 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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