Capstone Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 44,020 shares of DFEM stock, worth $1.2 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
44,020Holding current value
$1.2 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
414Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.7 Billion1.6% of portfolio
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Forum Financial Management, LP Lombard, IL16.3MShares$444 Million8.46% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
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Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
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Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio