Capstone Capital Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Capstone Capital Wealth Advisors
- $112 Billion
- Q2 2024
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 1,542,902 shares of DFAC stock, worth $54.6 Million. This represents 44.46% of its overall portfolio holdings.
Number of Shares
1,542,902
Previous 1,509,624
2.2%
Holding current value
$54.6 Million
Previous $48.2 Billion
3.13%
% of portfolio
44.46%
Previous 41.67%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio