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Dimensional Etf Trust shares owned by Capstone Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Capstone Wealth Management from 13F filings

Historical chart of Capstone Wealth Management investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Capstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 96k 36.35
2025-06-30 $2.8M 81k 34.57
2025-03-31 $1.6M 52k 31.23
2024-12-31 $1.4M 47k 29.20

More positions owned by Capstone Wealth Management

Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Capstone Wealth Management

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust