Capstone Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Capstone Wealth Management, LLC
- $114 Billion
- Q2 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 37,953 shares of DFAS stock, worth $2.45 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
37,953
Previous 37,926
0.07%
Holding current value
$2.45 Million
Previous $2.27 Billion
6.7%
% of portfolio
2.12%
Previous 2.26%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
130MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio