Capstone Capital Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Capstone Capital Wealth Advisors
- $125 Billion
- Q1 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 1,054,437 shares of DFIC stock, worth $29.7 Million. This represents 23.49% of its overall portfolio holdings.
Number of Shares
1,054,437
Previous 1,021,443
3.23%
Holding current value
$29.7 Million
Previous $26.4 Billion
10.92%
% of portfolio
23.49%
Previous 21.59%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio