Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Capstone Capital Wealth Advisors

$122 Billion
Q4 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 1,021,443 shares of DFIC stock, worth $27.6 Million. This represents 21.59% of its overall portfolio holdings.

Number of Shares

1,021,443

Previous 953,872 7.08%

Holding current value

$27.6 Million

Previous $26.8 Billion 1.65%

% of portfolio

21.59%

Previous 22.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$25.61 - $28.0 $1.73 Million - $1.89 Million	67,571 Added 7.08%	1,021,443 $26.4 Billion
Q3 2024 Nov 22, 2024	BUY	$25.36 - $28.37 $417,298 - $466,828	16,455 Added 1.76%	953,872 $26.8 Billion
Q2 2024 Jul 16, 2024	BUY	$25.73 - $27.44 $576,068 - $614,354	22,389 Added 2.45%	937,417 $24.6 Billion
Q1 2024 Apr 18, 2024	BUY	$24.62 - $26.83 $1.72 Million - $1.87 Million	69,833 Added 8.26%	915,028 $24.5 Billion
Q4 2023 Jan 23, 2024	BUY	$22.18 - $25.58 $18.7 Million - $21.6 Million	845,195 New	845,195 $21.6 Billion

Others Institutions Holding DFIC

# of Institutions

407

Shares Held

2.27B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History