Capstone Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 44,020 shares of DFEM stock, worth $1.14 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
44,020Holding current value
$1.14 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
352Shares Held
133MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$403 Million8.36% of portfolio
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Ci Private Wealth, LLC Miami, FL5.76MShares$149 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$115 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$103 Million0.16% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$102 Million1.18% of portfolio