Capstone Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Capstone Wealth Management, LLC
- $114 Billion
- Q2 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 170,128 shares of DFUS stock, worth $11.8 Million. This represents 9.99% of its overall portfolio holdings.
Number of Shares
170,128
Previous 135,630
25.44%
Holding current value
$11.8 Million
Previous $8.2 Billion
39.0%
% of portfolio
9.99%
Previous 8.17%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
787Shares Held
194MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.94 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$550 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$546 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$349 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$318 Million10.8% of portfolio