Capstone Wealth Management, LLC Dimensional ETF Tr Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
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 266,768 shares of DFIV stock, worth $9.63 Million. This represents 9.25% of its overall portfolio holdings.
Number of Shares
266,768Holding current value
$9.63 Million% of portfolio
9.25%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
194MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$700 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$684 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$403 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$243 Million0.04% of portfolio