Capstone Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 16,297 shares of DFSD stock, worth $784,374. This represents 0.69% of its overall portfolio holdings.

Number of Shares
16,297
Previous 11,947 36.41%
Holding current value
$784,374
Previous $568 Million 37.82%
% of portfolio
0.69%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$47.09 - $48.01 $204,841 - $208,843
4,350 Added 36.41%
16,297 $782 Million
Q1 2025

Apr 16, 2025
BUY
$46.74 - $47.55 $30,988 - $31,525
663 Added 5.88%
11,947 $568 Million
Q4 2024

Jan 17, 2025
BUY
$46.75 - $47.8 $527,527 - $539,375
11,284 New
11,284 $529 Million

Others Institutions Holding DFSD

# of Institutions
360
Shares Held
74.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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