Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
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 21,609 shares of DFAU stock, worth $887,049. This represents 0.85% of its overall portfolio holdings.
Number of Shares
21,609Holding current value
$887,049% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
414Shares Held
107MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$118 Million0.71% of portfolio