Capstone Capital Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Capstone Capital Wealth Advisors
- $122 Billion
- Q4 2024
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 4,133 shares of DFUS stock, worth $275,340. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,133
Previous 4,133
-0.0%
Holding current value
$275,340
Previous $257 Million
2.49%
% of portfolio
0.22%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
723Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.76 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$530 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$387 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$319 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio