Capstone Capital Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Capstone Capital Wealth Advisors
- $121 Billion
- Q3 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 $267,983. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,133
Previous 4,133
-0.0%
Holding current value
$267,983
Previous $243 Million
5.69%
% of portfolio
0.21%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
644Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$568 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$516 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$380 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$322 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio