Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q4 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 32,774 shares of DFAU stock, worth $1.26 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
32,774
Previous 32,769
0.02%
Holding current value
$1.26 Million
Previous $1.3 Million
2.08%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
481Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.1 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.99 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$190 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$140 Million1.81% of portfolio