Capstone Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 2025
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 214,913 shares of DFUV stock, worth $9.58 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
214,913
Previous 210,412
2.14%
Holding current value
$9.58 Million
Previous $8.9 Billion
7.96%
% of portfolio
7.39%
Previous 7.8%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
749Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio