Capstone Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 2025
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 13,021 shares of DFNM stock, worth $627,742. This represents 0.48% of its overall portfolio holdings.
Number of Shares
13,021Holding current value
$627,742% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
260Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
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Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio