Capstone Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Capstone Financial Advisors, Inc.
- $1.59 Billion
- Q1 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 $652,587. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,750
Previous 20,750
-0.0%
Holding current value
$652,587
Previous $536,000
7.46%
% of portfolio
0.04%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
502Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio