Capstone Capital Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Capstone Capital Wealth Advisors
- $121 Billion
- Q3 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 479,393 shares of DFEM stock, worth $12.7 Million. This represents 11.2% of its overall portfolio holdings.
Number of Shares
479,393
Previous 477,250
0.45%
Holding current value
$12.7 Million
Previous $12.8 Billion
5.79%
% of portfolio
11.2%
Previous 11.4%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio