Capstone Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
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 11,284 shares of DFSD stock, worth $530,009. This represents 0.52% of its overall portfolio holdings.
Number of Shares
11,284Holding current value
$530,009% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
262Shares Held
50MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.6 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$94.5 Million16.23% of portfolio