Capstone Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Capstone Wealth Management, LLC

  • $100 Billion
  • Q1 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 205,960 shares of DFAT stock, worth $9.76 Million. This represents 10.57% of its overall portfolio holdings.

Number of Shares
205,960
Previous 208,336 1.14%
Holding current value
$9.76 Million
Previous $11.6 Billion 8.55%
% of portfolio
10.57%
Previous 11.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$50.44 - $58.1 $119,845 - $138,045
-2,376 Reduced 1.14%
205,960 $10.6 Billion
Q4 2024

Jan 17, 2025
BUY
$54.54 - $61.04 $11.4 Million - $12.7 Million
208,336 New
208,336 $11.6 Billion

Others Institutions Holding DFAT

# of Institutions
751
Shares Held
168M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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