Capstone Capital Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Capstone Capital Wealth Advisors
- $138 Billion
- Q2 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 520,698 shares of DFEM stock, worth $16.7 Million. This represents 11.22% of its overall portfolio holdings.
Number of Shares
520,698
Previous 518,041
0.51%
Holding current value
$16.7 Million
Previous $13.7 Billion
12.74%
% of portfolio
11.22%
Previous 11.0%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$538 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$211 Million0.26% of portfolio
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Buckingham Strategic Partners Saint Louis, MO6.01MShares$193 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$144 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$127 Million1.18% of portfolio