Capstone Capital Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Capstone Capital Wealth Advisors
- $138 Billion
- Q2 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 1,736,307 shares of DFAC stock, worth $66.8 Million. This represents 45.17% of its overall portfolio holdings.
Number of Shares
1,736,307
Previous 1,683,597
3.13%
Holding current value
$66.8 Million
Previous $55.5 Billion
12.04%
% of portfolio
45.17%
Previous 44.55%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,140Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio