Capstone Capital Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Capstone Capital Wealth Advisors
- $122 Billion
- Q4 2024
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 1,618,711 shares of DFAC stock, worth $56.7 Million. This represents 45.8% of its overall portfolio holdings.
Number of Shares
1,618,711
Previous 1,558,891
3.84%
Holding current value
$56.7 Million
Previous $53.5 Billion
4.75%
% of portfolio
45.8%
Previous 44.36%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio