Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 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 39,123 shares of DFAU stock, worth $1.8 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
39,123
Previous 39,091
0.08%
Holding current value
$1.8 Million
Previous $1.66 Billion
8.12%
% of portfolio
1.38%
Previous 1.45%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio