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 $2.96 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
89,411
Previous 72,740
22.92%
Holding current value
$2.96 Million
Previous $2.16 Billion
32.82%
% of portfolio
2.21%
Previous 1.89%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
175MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio