Capstone Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025
Number of Shares
15,001
Previous 10,154 47.73%
Holding current value
$402 Million
Previous $267 Million 50.94%
% of portfolio
0.35%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Capstone Wealth Management, LLC Portfolio

Follow Capstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email