DFA Tax-Managed US Marketwide Value II shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
from 13F filings
Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $491k | 12k | 41.69 |
| 2024-06-30 | $713k | 18k | 39.27 |
| 2024-03-31 | $795k | 19k | 40.90 |
| 2023-12-31 | $418k | 11k | 37.22 |
| 2023-09-30 | $255k | 7.5k | 34.02 |
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