Capstone Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025

A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 17,946 shares of DISV stock, worth $592,218. This represents 0.52% of its overall portfolio holdings.

Number of Shares
17,946
Previous 13,128 36.7%
Holding current value
$592,218
Previous $382 Million 54.49%
% of portfolio
0.52%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$25.93 - $32.91 $124,930 - $158,560
4,818 Added 36.7%
17,946 $591 Million
Q1 2025

Apr 16, 2025
BUY
$26.09 - $30.21 $342,509 - $396,596
13,128 New
13,128 $382 Million

Others Institutions Holding DISV

# of Institutions
355
Shares Held
75.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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