Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Capstone Financial Advisors, Inc.
- $1.59 Billion
- Q1 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 32,776 shares of DFAU stock, worth $1.34 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
32,776
Previous 32,774
0.01%
Holding current value
$1.34 Million
Previous $1.33 Million
5.12%
% of portfolio
0.08%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio