Capstone Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 208,336 shares of DFAT stock, worth $11.9 Million. This represents 11.33% of its overall portfolio holdings.
Number of Shares
208,336Holding current value
$11.9 Million% of portfolio
11.33%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
672Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$808 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$710 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$502 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$421 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$296 Million2.46% of portfolio