Capstone Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Capstone Wealth Management, LLC

  • $100 Billion
  • Q1 2025

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 199,729 shares of DFUV stock, worth $7.86 Million. This represents 8.2% of its overall portfolio holdings.

Number of Shares
199,729
Previous 198,666 0.54%
Holding current value
$7.86 Million
Previous $8.13 Billion 1.25%
% of portfolio
8.2%
Previous 7.94%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$39.96 - $43.3 $42,477 - $46,027
1,063 Added 0.54%
199,729 $8.23 Billion
Q4 2024

Jan 17, 2025
BUY
$40.38 - $44.35 $8.02 Million - $8.81 Million
198,666 New
198,666 $8.13 Billion

Others Institutions Holding DFUV

# of Institutions
718
Shares Held
271M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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