Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025

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 80,979 shares of DFAI stock, worth $2.85 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
80,979
Previous 52,334 54.73%
Holding current value
$2.85 Million
Previous $1.63 Billion 71.28%
% of portfolio
2.45%
Previous 1.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$28.02 - $34.71 $802,632 - $994,267
28,645 Added 54.73%
80,979 $2.8 Billion
Q1 2025

Apr 16, 2025
BUY
$28.88 - $32.4 $159,359 - $178,783
5,518 Added 11.79%
52,334 $1.63 Billion
Q4 2024

Jan 17, 2025
BUY
$29.0 - $31.6 $1.36 Million - $1.48 Million
46,816 New
46,816 $1.37 Billion

Others Institutions Holding DFAI

# of Institutions
675
Shares Held
243M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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