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Dimensional Etf Trust shares owned by Capstone Capital Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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

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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 $264k 4.1k 63.75
2024-09-30 $257k 4.1k 62.20
2024-06-30 $243k 4.1k 58.85
2024-03-31 $236k 4.1k 56.98
2023-12-31 $214k 4.1k 51.83

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

Prudential Financial
Colony
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Mercer Global Advisors
Sax Wealth Advisors
Great Waters Wealth Management
Zhang Financial
TCI Wealth Advisors
Root Financial Partners
LPL Financial
Life Planning Partners
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust