Capstone Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 198,666 shares of DFUV stock, worth $8.49 Million. This represents 7.94% of its overall portfolio holdings.
Number of Shares
198,666Holding current value
$8.49 Million% of portfolio
7.94%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
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Savant Capital, LLC18MShares$767 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$617 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio