Capstone Capital Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Capstone Capital Wealth Advisors
- $138 Billion
- Q2 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 1,736,307 shares of DFAC stock, worth $64 Million. This represents 45.17% of its overall portfolio holdings.
Number of Shares
1,736,307
Previous 1,683,597
3.13%
Holding current value
$64 Million
Previous $55.5 Billion
12.04%
% of portfolio
45.17%
Previous 44.55%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.93 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.39 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio