Capstone Wealth Management, LLC DFAX Holdings History
Capstone Wealth Management, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 246,742.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $6.46 Mil. This investment constitutes 6.44% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.08% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of DFAX, at an average price of $25.85, for a total of 246,742.00 shares. Based on historical transaction data and DFAX's current price of $29.25, Capstone Wealth Management, LLC's estimated gain on his DFAX holdings is $838,726.67, reflecting a 13.15% gain to date.
Capstone Wealth Management, LLC DFAX ($29.25) Holding Chart
Capstone Wealth Management, LLC DFAX ($29.25) 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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