Capstone Wealth Management, LLC DISV Holdings History
Capstone Wealth Management, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management, LLC held 17,946.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $590,600.00. This investment constitutes 0.52% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.02% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2025Q1. And since then Capstone Wealth Management, LLC has made 2 purchases of DISV, at an average price of $28.86, for a total of 17,946.00 shares. Based on historical transaction data and DISV's current price of $33.01, Capstone Wealth Management, LLC's estimated gain on his DISV holdings is $74,428.20, reflecting a 14.37% gain to date.
Capstone Wealth Management, LLC DISV ($33.01) Holding Chart
Capstone Wealth Management, LLC DISV ($33.01) 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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