Capstone Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 2025
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 37,917 shares of DFAS stock, worth $2.56 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
37,917
Previous 37,953
0.09%
Holding current value
$2.56 Million
Previous $2.42 Billion
7.35%
% of portfolio
2.0%
Previous 2.12%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$531 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$420 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$396 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$199 Million3.33% of portfolio