Capstone Wealth Management, LLC DFAI Holdings History
Capstone Wealth Management, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management, LLC held 80,979.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $2.80 Mil. This investment constitutes 2.45% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.03% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 2 purchases of DFAI, at an average price of $31.20, for a total of 80,979.00 shares. Based on historical transaction data and DFAI's current price of $35.45, Capstone Wealth Management, LLC's estimated gain on his DFAI holdings is $343,597.90, reflecting a 13.60% gain to date.
Capstone Wealth Management, LLC DFAI ($35.45) Holding Chart
Capstone Wealth Management, LLC DFAI ($35.45) 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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