Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History

Capstone Wealth Management, LLC

  • $100 Billion
  • Q1 2025

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 36,189 shares of DFAU stock, worth $1.37 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
36,189
Previous 21,609 67.47%
Holding current value
$1.37 Million
Previous $875 Million 58.99%
% of portfolio
1.39%
Previous 0.85%

Shares

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

Apr 16, 2025
BUY
$37.84 - $42.29 $551,707 - $616,588
14,580 Added 67.47%
36,189 $1.39 Billion
Q4 2024

Jan 17, 2025
BUY
$39.27 - $42.38 $848,585 - $915,789
21,609 New
21,609 $875 Million

Others Institutions Holding DFAU

# of Institutions
497
Shares Held
205M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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