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Dimensional Etf Trust shares owned by Capstone Capital Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Capstone Capital Wealth Advisors from 13F filings

Historical chart of Capstone Capital Wealth Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Capstone Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Capstone Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $50M 1.5M 32.24
2024-03-31 $48M 1.5M 31.95
2023-12-31 $40M 1.4M 29.23

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Las Vegas Sands (LVS)
NVIDIA Corporation (NVDA)
Western Asset Managed Municipals Fnd (MMU)
Eli Lilly & Co. (LLY)

View all positions for Capstone Capital Wealth Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Forum Financial Management
Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
Savant Capital Management
Rockwood Wealth Management
SJS Investment Consulting
Apella Capital
Sontag Advisory
Private Ocean

View all funds holding Dimensional Etf Trust