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Dimensional Etf Trust shares owned by Capstone Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 $12M 267k 46.12
2025-06-30 $11M 262k 42.83
2025-03-31 $10M 265k 39.36
2024-12-31 $9.5M 267k 35.48

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

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust