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

Capstone Wealth Management, LLC

  • $130 Billion
  • Q3 2025

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 206,350 shares of DFAT stock, worth $11.8 Million. This represents 9.25% of its overall portfolio holdings.

Number of Shares
206,350
Previous 206,143 0.1%
Holding current value
$11.8 Million
Previous $11.1 Billion 7.98%
% of portfolio
9.25%
Previous 9.75%

Shares

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

Oct 09, 2025
BUY
$53.36 - $59.69 $11,045 - $12,355
207 Added 0.1%
206,350 $12 Billion
Q2 2025

Jul 14, 2025
BUY
$44.8 - $53.97 $8,198 - $9,876
183 Added 0.09%
206,143 $11.1 Billion
Q1 2025

Apr 16, 2025
SELL
$50.44 - $58.1 $119,845 - $138,045
-2,376 Reduced 1.14%
205,960 $10.6 Billion
Q4 2024

Jan 17, 2025
BUY
$54.54 - $61.04 $11.4 Million - $12.7 Million
208,336 New
208,336 $11.6 Billion

Others Institutions Holding DFAT

# of Institutions
802
Shares Held
172M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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