Capstone Financial Advisors »

Dimensional Etf Trust shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 33k 39.69
2024-06-30 $1.2M 33k 37.49
2024-03-31 $1.2M 33k 36.54
2023-09-30 $985k 33k 29.95
2023-06-30 $1.0M 33k 30.99
2023-03-31 $946k 33k 28.77
2022-12-31 $888k 33k 27.02
2022-06-30 $20M 741k 26.43

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
Modera Wealth Management
Aquire Wealth Advisors
Hanson McClain Advisors
Kooman & Associates
Resources Investment Advisors
Spinnaker Investment Group
Arista Wealth Management
AE Wealth Management
Meridian Wealth Partners
Colony
Buckingham Asset Management
Evoke Wealth
Billeaud Capital Management
HB Wealth Management

View all funds holding Dimensional Etf Trust