Capstone Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 2025
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 89,411 shares of DFEM stock, worth $2.9 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
89,411
Previous 72,740
22.92%
Holding current value
$2.9 Million
Previous $2.16 Billion
32.82%
% of portfolio
2.21%
Previous 1.89%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
482Shares Held
165MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio