Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 46,816 shares of DFAI stock, worth $1.46 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
46,816Holding current value
$1.46 Million% of portfolio
1.34%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio