Capstone Capital Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Capstone Capital Wealth Advisors
- $116 Billion
- Q1 2024
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 474,642 shares of DFEM stock, worth $12.9 Million. This represents 10.45% of its overall portfolio holdings.
Number of Shares
474,642
Previous 447,556
6.05%
Holding current value
$12.9 Million
Previous $11.2 Billion
8.3%
% of portfolio
10.45%
Previous 10.99%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$432 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.9 Million7.95% of portfolio