Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Capstone Capital Wealth Advisors
- $150 Billion
- Q3 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 1,105,946 shares of DFIC stock, worth $36.9 Million. This represents 24.24% of its overall portfolio holdings.
Number of Shares
1,105,946
Previous 1,057,582
4.57%
Holding current value
$36.9 Million
Previous $32.9 Billion
10.29%
% of portfolio
24.24%
Previous 23.87%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio