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 246,742 shares of DFAX stock, worth $7.07 Million. This represents 6.44% of its overall portfolio holdings.
Number of Shares
246,742
Previous 244,959
0.73%
Holding current value
$7.07 Million
Previous $6.09 Billion
6.16%
% of portfolio
6.44%
Previous 5.95%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio