Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Capstone Financial Advisors, Inc.

$1.51 Billion
Q2 2024

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 32,657 shares of DFAU stock, worth $1.35 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

32,657

Previous 32,716 0.18%

Holding current value

$1.35 Million

Previous $1.2 Million 2.43%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$34.53 - $37.67 $2,037 - $2,222	-59 Reduced 0.18%	32,657 $1.22 Million
Q1 2024 May 14, 2024	SELL	$32.59 - $36.54 $5,605 - $6,284	-172 Reduced 0.52%	32,716 $1.2 Million
Q4 2023 Feb 13, 2024	BUY	$28.58 - $33.37 $142 - $166	5 Added 0.02%	32,888 $1.09 Million
Q3 2023 Nov 13, 2023	BUY	$29.79 - $32.13 $119 - $128	4 Added 0.01%	32,883 $984,000
Q2 2023 Aug 14, 2023	BUY	$28.25 - $30.99 $141 - $154	5 Added 0.02%	32,879 $1.02 Million
Q1 2023 May 12, 2023	BUY	$26.87 - $29.65 $107 - $118	4 Added 0.01%	32,874 $945,000
Q4 2022 Feb 15, 2023	BUY	$25.24 - $28.83 $829,638 - $947,642	32,870 New	32,870 $888,000
Q3 2022 Nov 14, 2022	SELL	$25.15 - $30.14 $18.6 Million - $22.3 Million	-740,477 Closed	0 $0
Q2 2022 Sep 02, 2022	BUY	$25.69 - $31.79 $19 Million - $23.5 Million	740,477 New	740,477 $19.6 Million

Others Institutions Holding DFAU

# of Institutions

407

Shares Held

105M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Account

Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History