Capstone Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Capstone Wealth Management, LLC

  • $100 Billion
  • Q1 2025
Number of Shares
10,154
Previous 8,827 15.03%
Holding current value
$267 Million
Previous $225 Million 18.28%
% of portfolio
0.27%
Previous 0.22%

Shares

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

Apr 16, 2025
BUY
N/A
1,327 Added 15.03%
10,154 $267 Million
Q4 2024

Jan 17, 2025
BUY
N/A
8,827 New
8,827 $225 Million
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