Capstone Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 198,666 shares of DFUV stock, worth $8.6 Million. This represents 7.94% of its overall portfolio holdings.
Number of Shares
198,666Holding current value
$8.6 Million% of portfolio
7.94%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.47 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.36 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$778 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$625 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$465 Million0.67% of portfolio