Capstone Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Capstone Wealth Management, LLC

  • $100 Billion
  • Q1 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 418,390 shares of DFAC stock, worth $13.5 Million. This represents 13.75% of its overall portfolio holdings.

Number of Shares
418,390
Previous 425,452 1.66%
Holding current value
$13.5 Million
Previous $14.7 Billion 6.21%
% of portfolio
13.75%
Previous 14.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$32.42 - $36.13 $228,950 - $255,150
-7,062 Reduced 1.66%
418,390 $13.8 Billion
Q4 2024

Jan 17, 2025
BUY
$33.92 - $36.6 $14.4 Million - $15.6 Million
425,452 New
425,452 $14.7 Billion

Others Institutions Holding DFAC

# of Institutions
1,080
Shares Held
804M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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