Capstone Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 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 $563,985. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,750
Previous 20,750
-0.0%
Holding current value
$563,985
Previous $555,000
1.8%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
353Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio