Capstone Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Capstone Wealth Management, LLC
- $100 Billion
- Q1 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 52,148 shares of DFEM stock, worth $1.33 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
52,148
Previous 44,020
18.46%
Holding current value
$1.33 Million
Previous $1.15 Billion
19.68%
% of portfolio
1.37%
Previous 1.13%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
421Shares Held
1.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$418 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$152 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$132 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$121 Million3.4% of portfolio