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Dimensional Etf Trust shares owned by Capstone Wealth Management

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

Historical chart of Capstone Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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 $7.6M 241k 31.38
2025-06-30 $7.2M 244k 29.37
2025-03-31 $6.5M 247k 26.20
2024-12-31 $6.1M 245k 24.86

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

Colony
Alerus Financial
LPL Financial
Geometric Wealth Advisors
Hanson McClain Advisors
Envestnet Asset Management
Monograph Wealth Advisors
Commonwealth Equity Services
Factory Mutual Insurance Company
Great Waters Wealth Management
Plan
Royal Bank of Canada
JFS Wealth Advisors
Triune Financial Partners
Brian McDonald

View all funds holding Dimensional Etf Trust