Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
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 244,959 shares of DFAX stock, worth $6.1 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
244,959Holding current value
$6.1 Million% of portfolio
5.95%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
223MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$280 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$227 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$179 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$142 Million0.23% of portfolio