Capstone Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 2025
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 214,913 shares of DFUV stock, worth $9.68 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
214,913
Previous 210,412
2.14%
Holding current value
$9.68 Million
Previous $8.9 Billion
7.96%
% of portfolio
7.39%
Previous 7.8%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio