Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Capstone Capital Wealth Advisors
- $112 Billion
- Q2 2024
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 937,417 shares of DFIC stock, worth $25.4 Million. This represents 22.03% of its overall portfolio holdings.
Number of Shares
937,417
Previous 915,028
2.45%
Holding current value
$25.4 Million
Previous $24.5 Billion
0.69%
% of portfolio
22.03%
Previous 21.15%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
352Shares Held
227MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$732 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$632 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$427 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio