Capstone Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Capstone Wealth Management, LLC

  • $100 Billion
  • Q1 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 135,630 shares of DFUS stock, worth $8.13 Million. This represents 8.17% of its overall portfolio holdings.

Number of Shares
135,630
Previous 130,546 3.89%
Holding current value
$8.13 Million
Previous $8.32 Billion 1.43%
% of portfolio
8.17%
Previous 8.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$59.61 - $66.71 $303,057 - $339,153
5,084 Added 3.89%
135,630 $8.2 Billion
Q4 2024

Jan 17, 2025
BUY
$61.52 - $66.5 $8.03 Million - $8.68 Million
130,546 New
130,546 $8.32 Billion

Others Institutions Holding DFUS

# of Institutions
744
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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