Capstone Capital Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Capstone Capital Wealth Advisors
- $121 Billion
- Q3 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 1,558,891 shares of DFAC stock, worth $54.5 Million. This represents 44.36% of its overall portfolio holdings.
Number of Shares
1,558,891
Previous 1,542,902
1.04%
Holding current value
$54.5 Million
Previous $49.7 Billion
7.46%
% of portfolio
44.36%
Previous 44.46%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio