Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Capstone Financial Advisors, Inc.
- $1.84 Billion
- Q3 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 58,932 shares of DFAU stock, worth $2.71 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
58,932
Previous 58,929
0.01%
Holding current value
$2.71 Million
Previous $2.5 Million
8.01%
% of portfolio
0.15%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio