Capstone Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 5,213,476 shares of DFAC stock, worth $179 Million. This represents 11.11% of its overall portfolio holdings.
Number of Shares
5,213,476
Previous 5,307,131
1.76%
Holding current value
$179 Million
Previous $170 Million
0.87%
% of portfolio
11.11%
Previous 11.4%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio