Capstone Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Capstone Wealth Management, LLC

  • $130 Billion
  • Q3 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 18,456 shares of DFSD stock, worth $890,317. This represents 0.68% of its overall portfolio holdings.

Number of Shares
18,456
Previous 16,297 13.25%
Holding current value
$890,317
Previous $782 Million 13.67%
% of portfolio
0.68%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$47.86 - $48.43 $103,329 - $104,560
2,159 Added 13.25%
18,456 $889 Million
Q2 2025

Jul 14, 2025
BUY
$47.09 - $48.01 $204,841 - $208,843
4,350 Added 36.41%
16,297 $782 Million
Q1 2025

Apr 16, 2025
BUY
$46.74 - $47.55 $30,988 - $31,525
663 Added 5.88%
11,947 $568 Million
Q4 2024

Jan 17, 2025
BUY
$46.75 - $47.8 $527,527 - $539,375
11,284 New
11,284 $529 Million

Others Institutions Holding DFSD

# of Institutions
379
Shares Held
81.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Capstone Wealth Management, LLC Portfolio

Follow Capstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email