Capstone Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 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 2,873,601 shares of DFAX stock, worth $74.8 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
2,873,601
Previous 2,871,232
0.08%
Holding current value
$74.8 Million
Previous $73 Million
-0.0%
% of portfolio
4.83%
Previous 4.91%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$253 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$187 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$148 Million0.23% of portfolio