Capstone Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Capstone Financial Advisors, Inc.
- $1.84 Billion
- Q3 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 20,750 shares of DFIC stock, worth $692,635. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,750
Previous 20,750
-0.0%
Holding current value
$692,635
Previous $645,000
5.43%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio