Capstone Capital Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Capstone Capital Wealth Advisors
- $150 Billion
- Q3 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 543,642 shares of DFEM stock, worth $18 Million. This represents 11.65% of its overall portfolio holdings.
Number of Shares
543,642
Previous 520,698
4.41%
Holding current value
$18 Million
Previous $15.5 Billion
12.81%
% of portfolio
11.65%
Previous 11.22%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
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Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
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Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio