Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Capstone Capital Wealth Advisors
- $138 Billion
- Q2 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 1,057,582 shares of DFIC stock, worth $33.5 Million. This represents 23.87% of its overall portfolio holdings.
Number of Shares
1,057,582
Previous 1,054,437
0.3%
Holding current value
$33.5 Million
Previous $29.3 Billion
12.29%
% of portfolio
23.87%
Previous 23.49%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio