Capstone Financial Advisors, Inc. DFAC Holdings History
Capstone Financial Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 5.57 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $183.68 Mil. This investment constitutes 11.53% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0.58% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Capstone Financial Advisors, Inc. has made 13 purchases of DFAC, at an average price of $26.67, for a total of 6.25 Mil shares. In addition, there have been 3 sales at an average price of $26.34 for 684,319.00 shares. Based on historical transaction data and DFAC's current price of $35.56, Capstone Financial Advisors, Inc.'s estimated gain on his DFAC holdings is $49.27 Mil, reflecting a 29.55% gain to date.
Capstone Financial Advisors, Inc. DFAC ($35.56) Holding Chart
Capstone Financial Advisors, Inc. DFAC ($35.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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