Capstone Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q3 2024
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 $532,445. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,750
Previous 20,750
-0.0%
Holding current value
$532,445
Previous $545,000
6.97%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$693 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$660 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$405 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$125 Million17.02% of portfolio