Capstone Wealth Management, LLC DFUS Holdings History
Capstone Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 135,630.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $8.20 Mil. This investment constitutes 8.17% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.06% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of DFUS, at an average price of $64.15, for a total of 135,630.00 shares. Based on historical transaction data and DFUS's current price of $67.29, Capstone Wealth Management, LLC's estimated gain on his DFUS holdings is $425,165.59, reflecting a 4.89% gain to date.
Capstone Wealth Management, LLC DFUS ($67.29) Holding Chart
Capstone Wealth Management, LLC DFUS ($67.29) 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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