Capstone Wealth Management, LLC Purchases in Q2 2025

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
34.5K
+ 25.44%
$53.65 - $67.02 $1.85M - $2.31M
170K $11.4B
Ea Series Trust
95.5K
+ 16.81%
N/A
663K $13.5B
DFAI
Dimensional ETF Tr

ETFs
28.6K
+ 54.73%
$28.02 - $34.71 $803K - $994K
81K $2.8B
AVDV
American Centy ETF Tr Avantis

ETFs
7.73K
+ 36.05%
$61.76 - $79.32 $477K - $613K
29.2K $2.31B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.6K
+ 39.49%
$23.4 - $29.68 $482K - $611K
72.7K $2.16B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10.7K
+ 5.35%
$36.25 - $42.28 $387K - $452K
210K $8.9B
VTI
Vanguard Total Stock Market Et

ETFs
1.63K
+ 82.99%
$243.75 - $303.93 $397K - $495K
3.59K $1.09B
DFAT
Dimensional ETF Tr U S Target

ETFs
183
+ 0.09%
$44.8 - $53.97 $8.2K - $9.88K
206K $11.1B
VGIT
Vanguard Intermediate Term Tre

ETFs
6.36K
+ 14.49%
$58.63 - $59.9 $373K - $381K
50.3K $3.01B
AVGO
Broadcom Inc.

Technology
1.08K
New
$146.29 - $275.65 $159K - $299K
1.08K $299M
NVDA
Nvidia Corp

Technology
373
+ 9.89%
$94.31 - $157.99 $35.2K - $58.9K
4.15K $655M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.35K
+ 36.41%
$47.09 - $48.01 $205K - $209K
16.3K $782M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.82K
+ 36.7%
$25.93 - $32.91 $125K - $159K
17.9K $591M
DFAS
Dimensional ETF Tr U S Small C

ETFs
27
+ 0.07%
$52.31 - $63.72 $1.41K - $1.72K
38K $2.42B
Dimensional ETF Trust
4.85K
+ 47.73%
N/A
15K $402M
WMT
Walmart Inc.

Consumer Defensive
829
+ 20.73%
$81.79 - $99.98 $67.8K - $82.9K
4.83K $472M
LLY
Eli Lilly & CO

Healthcare
170
+ 52.96%
$713.71 - $898.95 $121K - $153K
491 $383M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.86K
+ 14.12%
$49.57 - $50.27 $92.3K - $93.7K
15.1K $757M
AMZN
Amazon Com Inc

Consumer Cyclical
28
+ 1.23%
$167.32 - $223.3 $4.68K - $6.25K
2.31K $506M
GOOG
Alphabet Inc.

Communication Services
117
+ 7.44%
$146.58 - $180.01 $17.1K - $21.1K
1.69K $300M
IDEV
Ishares Core Msci Intl Develop

ETFs
187
+ 3.57%
$61.79 - $76.67 $11.6K - $14.3K
5.42K $412M
GOOGL
Alphabet Inc.

Communication Services
104
+ 7.11%
$144.7 - $178.6 $15K - $18.6K
1.57K $276M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
193
+ 1.53%
$26.69 - $33.44 $5.15K - $6.45K
12.8K $421M
SO
Southern CO

Utilities
4
+ 0.07%
$84.91 - $92.56 $340 - $370
6.04K $555M
ABBV
Abb Vie Inc.

Healthcare
161
+ 12.61%
$170.16 - $206.27 $27.4K - $33.2K
1.44K $267M
AAPL
Apple Inc.

Technology
3
+ 0.04%
$172.42 - $223.89 $517 - $672
8.5K $1.74B
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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