Capstone Capital Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Capstone Capital Wealth Advisors
- $125 Billion
- Q1 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 518,041 shares of DFEM stock, worth $14.6 Million. This represents 11.0% of its overall portfolio holdings.
Number of Shares
518,041
Previous 499,505
3.71%
Holding current value
$14.6 Million
Previous $13.1 Billion
4.78%
% of portfolio
11.0%
Previous 10.7%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$469 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
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Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
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Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio