Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History

Capstone Wealth Management, LLC

  • $137 Billion
  • Q4 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 235,761 shares of DFAX stock, worth $7.55 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares
235,761
Previous 240,891 2.13%
Holding current value
$7.55 Million
Previous $7.56 Billion 2.08%
% of portfolio
5.63%
Previous 5.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$30.71 - $32.34 $157,542 - $165,904
-5,130 Reduced 2.13%
235,761 $7.72 Billion
Q3 2025

Oct 09, 2025
SELL
$29.25 - $31.56 $76,839 - $82,908
-2,627 Reduced 1.08%
240,891 $7.56 Billion
Q2 2025

Jul 14, 2025
SELL
$23.37 - $29.39 $75,344 - $94,753
-3,224 Reduced 1.31%
243,518 $7.15 Billion
Q1 2025

Apr 16, 2025
BUY
$24.45 - $27.2 $43,594 - $48,497
1,783 Added 0.73%
246,742 $6.46 Billion
Q4 2024

Jan 17, 2025
BUY
$24.76 - $27.04 $6.07 Million - $6.62 Million
244,959 New
244,959 $6.09 Billion

Others Institutions Holding DFAX

# of Institutions
670
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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