Capstone Wealth Management, LLC DFAU Holdings History
Capstone Wealth Management, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management, LLC held 39,091.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $1.66 Mil. This investment constitutes 1.45% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.02% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 2 purchases of DFAU, at an average price of $40.64, for a total of 39,091.00 shares. Based on historical transaction data and DFAU's current price of $43.13, Capstone Wealth Management, LLC's estimated gain on his DFAU holdings is $97,378.93, reflecting a 6.13% gain to date.
Capstone Wealth Management, LLC DFAU ($43.13) Holding Chart
Capstone Wealth Management, LLC DFAU ($43.13) 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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