Capstone Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Capstone Financial Advisors, Inc.
- $1.84 Billion
- Q3 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 5,381,765 shares of DFAC stock, worth $208 Million. This represents 11.28% of its overall portfolio holdings.
Number of Shares
5,381,765
Previous 5,357,309
0.46%
Holding current value
$208 Million
Previous $192 Million
8.11%
% of portfolio
11.28%
Previous 11.15%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,177Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio