Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Capstone Capital Wealth Advisors
- $116 Billion
- Q1 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 915,028 shares of DFIC stock, worth $24.5 Million. This represents 21.15% of its overall portfolio holdings.
Number of Shares
915,028
Previous 845,195
8.26%
Holding current value
$24.5 Million
Previous $21.6 Billion
13.44%
% of portfolio
21.15%
Previous 21.23%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$575 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$570 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$149 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio