Capstone Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
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 425,452 shares of DFAC stock, worth $15 Million. This represents 14.38% of its overall portfolio holdings.
Number of Shares
425,452Holding current value
$15 Million% of portfolio
14.38%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
927Shares Held
743MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio