Capstone Capital Wealth Advisors »

Dimensional Etf Trust shares owned by Capstone Capital Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Capstone Capital Wealth 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 Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 500k 26.19
2024-09-30 $14M 479k 28.15
2024-06-30 $13M 477k 26.73
2024-03-31 $12M 475k 25.49
2023-12-31 $11M 448k 24.96

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)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Las Vegas Sands (LVS)
Ishares Tr Shrt Nat Mun Etf (SUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Broadcom (AVGO)

View all positions for Capstone Capital Wealth Advisors

Top funds holding Dimensional Etf Trust

Elser Financial Planning
Forum Financial Management
CI Private Wealth
Colony
Buckingham Strategic Partners
Truepoint
HighTower Advisors
Parcion Private Wealth
Asset Dedication
Heritage Financial Services
Evensky & Katz
Carlson Capital Management
RW Investment Management
JMG Financial Group
BKD Wealth Advisors

View all funds holding Dimensional Etf Trust