Capstone Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Capstone Wealth Management, LLC
- $114 Billion
- Q2 2025
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 72,740 shares of DFEM stock, worth $2.22 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
72,740
Previous 52,148
39.49%
Holding current value
$2.22 Million
Previous $1.38 Billion
56.46%
% of portfolio
1.89%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
462Shares Held
162MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
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Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
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Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$137 Million0.17% of portfolio