Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Capstone Capital Wealth Advisors
- $121 Billion
- Q3 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 953,872 shares of DFIC stock, worth $25.1 Million. This represents 22.27% of its overall portfolio holdings.
Number of Shares
953,872
Previous 937,417
1.76%
Holding current value
$25.1 Million
Previous $24.6 Billion
8.92%
% of portfolio
22.27%
Previous 22.03%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio