Capstone Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 11,284 shares of DFSD stock, worth $536,554. This represents 0.52% of its overall portfolio holdings.
Number of Shares
11,284Holding current value
$536,554% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio