Capstone Wealth Management, LLC DFEM Holdings History
Capstone Wealth Management, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 52,148.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $1.38 Mil. This investment constitutes 1.37% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.03% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of DFEM, at an average price of $27.07, for a total of 52,148.00 shares. Based on historical transaction data and DFEM's current price of $29.55, Capstone Wealth Management, LLC's estimated gain on his DFEM holdings is $129,266.68, reflecting a 9.16% gain to date.
Capstone Wealth Management, LLC DFEM ($29.55) Holding Chart
Capstone Wealth Management, LLC DFEM ($29.55) 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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