Capstone Wealth Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 37,941 shares of DFAS stock, worth $2.56 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
37,941Holding current value
$2.56 Million% of portfolio
2.41%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
710Shares Held
109MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$755 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.54MShares$441 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio