Capstone Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Capstone Wealth Management, LLC

  • $130 Billion
  • Q3 2025
Number of Shares
17,260
Previous 15,001 15.06%
Holding current value
$471 Million
Previous $402 Million 17.12%
% of portfolio
0.36%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
2,259 Added 15.06%
17,260 $471 Million
Q2 2025

Jul 14, 2025
BUY
N/A
4,847 Added 47.73%
15,001 $402 Million
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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