Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 32,657 shares of DFAU stock, worth $1.27 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
32,657
Previous 32,716
0.18%
Holding current value
$1.27 Million
Previous $1.2 Million
2.43%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$156 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio