Capstone Capital Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Capstone Capital Wealth Advisors
- $122 Billion
- Q4 2024
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 499,505 shares of DFEM stock, worth $13.5 Million. This represents 10.7% of its overall portfolio holdings.
Number of Shares
499,505
Previous 479,393
4.2%
Holding current value
$13.5 Million
Previous $13.5 Billion
3.06%
% of portfolio
10.7%
Previous 11.2%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
412Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.5 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$433 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$128 Million3.4% of portfolio