Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 262,421 shares of DFIV stock, worth $11.9 Million. This represents 9.85% of its overall portfolio holdings.

Number of Shares
262,421
Previous 264,662 0.85%
Holding current value
$11.9 Million
Previous $10.4 Billion 7.89%
% of portfolio
9.85%
Previous 10.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$34.67 - $43.21 $77,695 - $96,833
-2,241 Reduced 0.85%
262,421 $11.2 Billion
Q1 2025

Apr 16, 2025
SELL
$35.33 - $40.77 $74,404 - $85,861
-2,106 Reduced 0.79%
264,662 $10.4 Billion
Q4 2024

Jan 17, 2025
BUY
$34.86 - $37.97 $9.3 Million - $10.1 Million
266,768 New
266,768 $9.46 Billion

Others Institutions Holding DFIV

# of Institutions
743
Shares Held
261M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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