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 $531,476. This represents 0.52% of its overall portfolio holdings.
Number of Shares
11,284Holding current value
$531,476% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
327Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$196 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$140 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio