Capstone Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 392,507 shares of DFAC stock, worth $14.5 Million. This represents 12.33% of its overall portfolio holdings.

Number of Shares
392,507
Previous 418,390 6.19%
Holding current value
$14.5 Million
Previous $13.8 Billion 1.92%
% of portfolio
12.33%
Previous 13.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$29.12 - $35.84 $753,712 - $927,646
-25,883 Reduced 6.19%
392,507 $14.1 Billion
Q1 2025

Apr 16, 2025
SELL
$32.42 - $36.13 $228,950 - $255,150
-7,062 Reduced 1.66%
418,390 $13.8 Billion
Q4 2024

Jan 17, 2025
BUY
$33.92 - $36.6 $14.4 Million - $15.6 Million
425,452 New
425,452 $14.7 Billion

Others Institutions Holding DFAC

# of Institutions
1,118
Shares Held
829M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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