Capstone Capital Wealth Advisors Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 4,133 shares of DFUS stock, worth $258,973. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,133
Previous 4,133
-0.0%
Holding current value
$258,973
Previous $235 Million
3.28%
% of portfolio
0.22%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$258 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio