Capstone Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Capstone Financial Advisors, Inc.
- $1.72 Billion
- Q2 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 $688,900. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,750
Previous 20,750
-0.0%
Holding current value
$688,900
Previous $576,000
11.98%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio