Capstone Wealth Management, LLC DFIV Holdings History
Capstone Wealth Management, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 264,662.00 shares of Dimensional International Value ETF(DFIV), totaling $10.42 Mil. This investment constitutes 10.38% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.11% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $38.16 for 2,106.00 shares. Based on historical transaction data and DFIV's current price of $42.71, Capstone Wealth Management, LLC's estimated gain on his DFIV holdings is $1.61 Mil, reflecting a 16.44% gain to date.
Capstone Wealth Management, LLC DFIV ($42.71) Holding Chart
Capstone Wealth Management, LLC DFIV ($42.71) 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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