Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History

Capstone Wealth Management, LLC

  • $130 Billion
  • Q3 2025

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 266,765 shares of DFIV stock, worth $12.8 Million. This represents 9.47% of its overall portfolio holdings.

Number of Shares
266,765
Previous 262,421 1.66%
Holding current value
$12.8 Million
Previous $11.2 Billion 9.46%
% of portfolio
9.47%
Previous 9.85%

Shares

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

Oct 09, 2025
BUY
$42.66 - $46.53 $185,315 - $202,126
4,344 Added 1.66%
266,765 $12.3 Billion
Q2 2025

Jul 14, 2025
SELL
$34.67 - $43.21 $77,695 - $96,833
-2,241 Reduced 0.85%
262,421 $11.2 Billion
Q1 2025

Apr 16, 2025
SELL
$35.33 - $40.77 $74,404 - $85,861
-2,106 Reduced 0.79%
264,662 $10.4 Billion
Q4 2024

Jan 17, 2025
BUY
$34.86 - $37.97 $9.3 Million - $10.1 Million
266,768 New
266,768 $9.46 Billion

Others Institutions Holding DFIV

# of Institutions
790
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Capstone Wealth Management, LLC Portfolio

Follow Capstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email