Capstone Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 2025
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 198,407 shares of DFUS stock, worth $14.5 Million. This represents 11.06% of its overall portfolio holdings.
Number of Shares
198,407
Previous 170,128
16.62%
Holding current value
$14.5 Million
Previous $11.4 Billion
26.05%
% of portfolio
11.06%
Previous 9.99%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
834Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio