Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History

Capstone Wealth Management, LLC

  • $130 Billion
  • Q3 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 95,891 shares of DFAI stock, worth $3.56 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
95,891
Previous 80,979 18.41%
Holding current value
$3.56 Million
Previous $2.8 Billion 24.51%
% of portfolio
2.68%
Previous 2.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$34.05 - $36.55 $507,753 - $545,033
14,912 Added 18.41%
95,891 $3.49 Billion
Q2 2025

Jul 14, 2025
BUY
$28.02 - $34.71 $802,632 - $994,267
28,645 Added 54.73%
80,979 $2.8 Billion
Q1 2025

Apr 16, 2025
BUY
$28.88 - $32.4 $159,359 - $178,783
5,518 Added 11.79%
52,334 $1.63 Billion
Q4 2024

Jan 17, 2025
BUY
$29.0 - $31.6 $1.36 Million - $1.48 Million
46,816 New
46,816 $1.37 Billion

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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