Capstone Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Capstone Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 37,926 shares of DFAS stock, worth $2.11 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
37,926
Previous 37,941
0.04%
Holding current value
$2.11 Million
Previous $2.47 Billion
8.23%
% of portfolio
2.26%
Previous 2.41%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
787Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio