Capstone Financial Advisors, Inc. DFAX Holdings History
Capstone Financial Advisors, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 2.17 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $56.81 Mil. This investment constitutes 3.56% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0.74% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q3. And since then Capstone Financial Advisors, Inc. has made 10 purchases of DFAX, at an average price of $24.47, for a total of 3.43 Mil shares. In addition, there have been 5 sales at an average price of $25.16 for 1.26 Mil shares. Based on historical transaction data and DFAX's current price of $29.25, Capstone Financial Advisors, Inc.'s estimated gain on his DFAX holdings is $11.25 Mil, reflecting a 13.41% gain to date.
Capstone Financial Advisors, Inc. DFAX ($29.25) Holding Chart
Capstone Financial Advisors, Inc. DFAX ($29.25) 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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