Capstone Capital Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Capstone Capital Wealth Advisors
- $122 Billion
- Q4 2024
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 1,618,711 shares of DFAC stock, worth $57.7 Million. This represents 45.8% of its overall portfolio holdings.
Number of Shares
1,618,711
Previous 1,558,891
3.84%
Holding current value
$57.7 Million
Previous $53.5 Billion
4.75%
% of portfolio
45.8%
Previous 44.36%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio