Capstone Wealth Management, LLC DFAT Holdings History
Capstone Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 205,960.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $10.60 Mil. This investment constitutes 10.57% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.1% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $55.03 for 2,376.00 shares. Based on historical transaction data and DFAT's current price of $55.56, Capstone Wealth Management, LLC's estimated gain on his DFAT holdings is $-353,347.12, reflecting a -2.96% gain to date.
Capstone Wealth Management, LLC DFAT ($55.56) Holding Chart
Capstone Wealth Management, LLC DFAT ($55.56) 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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