Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Capstone Financial Advisors, Inc.
- $1.72 Billion
- Q2 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 58,929 shares of DFAU stock, worth $2.71 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
58,929
Previous 32,776
79.79%
Holding current value
$2.71 Million
Previous $1.26 Million
98.25%
% of portfolio
0.14%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$199 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio