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Capstone Wealth Management, LLC

13F
Capstone Wealth Management, LLC
Last update 2025-07-14 48 Stocks (1 new)
Value $114.00 Mil Turnover 8 %
Countries:
Top Holdings: DFAC(12.33%)BSVO(11.85%)DFUS(9.99%)DFIV(9.85%)DFAT(9.75%)
Summary Stock Picks Current Portfolio
Capstone Wealth Management, LL... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
392,507
14,067.5
-6.19%
12.330
-0.85%
0.040
+18.92%
+6.57%
35,706.4
 
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
663,448
13,521.1
+16.81%
11.850
+1.71%
0.920
+20.48%
-0.55%
1,587.5
 
DFUS
Dimensional U.S. Equity Market ETF
170,128
11,402.0
+25.44%
9.990
+2.03%
0.070
+20.09%
+7.58%
15,832.0
 
DFIV
Dimensional International Value ETF
262,421
11,239.5
-0.85%
9.850
-0.09%
0.090
+12.53%
+25.02%
12,331.7
 
DFAT
Dimensional U.S. Targeted Value ETF
206,143
11,123.5
+0.09%
9.750
+0.01%
0.100
+18.37%
+1.69%
11,117.7
 
DFUV
Dimensional US Marketwide Value ETF
210,412
8,896.2
+5.35%
7.800
+0.40%
0.080
+12.89%
+5.98%
11,765.5
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
243,518
7,152.1
-1.31%
6.270
-0.08%
0.080
+14.99%
+21.83%
8,979.3
 
AVUV
Avantis U.S. Small Cap Value ETF
56,666
5,162.3
-6.70%
4.520
-0.35%
0.030
+18.31%
-0.67%
17,010.0
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
50,275
3,006.9
+14.49%
2.640
+0.33%
0.010
+1.54%
+4.51%
31,696.7
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
80,979
2,799.4
+54.73%
2.450
+0.87%
0.030
+11.39%
+20.80%
10,676.8
 

Capstone Wealth Management, LLC's Historical Top Holdings Breakdowns

Capstone Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
Add
Add
+2.03%
●
53.65 ($61.9) 67.02
$68.24
10.24%
Add 25.44%
170,128
34,498
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
2025-06-30
Add
Add
+1.71%
●
16.78 ($19.11) 20.47
$21.53
12.66%
Add 16.81%
663,448
95,480
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Add
Add
+0.87%
●
28.02 ($32.74) 34.71
$34.71
6.02%
Add 54.73%
80,979
28,645
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-0.85%
●
29.12 ($33.35) 35.84
$36.66
9.93%
Reduce -6.19%
392,507
-25,883
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-06-30
Add
Add
+0.54%
●
61.76 ($73.9) 79.32
$81.57
10.38%
Add 36.05%
29,179
7,731
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.54%
●
23.4 ($27.48) 29.68
$30.44
10.77%
Add 39.49%
72,740
20,592
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Reduce
Reduce
-0.50%
●
108.12 ($124.74) 135.04
$137.64
10.34%
Reduce -57.43%
3,039
-4,099
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.44%
●
243.75 ($281.15) 303.93
$309.80
10.19%
Add 82.99%
3,592
1,629
DFUV
Dimensional US Marketwide Value ETF
2025-06-30
Add
Add
+0.40%
●
36.25 ($40.18) 42.28
$42.99
6.99%
Add 5.35%
210,412
10,683
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Reduce
Reduce
-0.35%
●
75.17 ($86.2) 91.21
$95.06
10.28%
Reduce -6.7%
56,666
-4,069

Capstone Wealth Management, LLC Total Holding History ($B)

To

Capstone Wealth Management, LLC's Asset Allocation

To

Capstone Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Capstone Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Capstone Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Capstone Wealth Management, LLC's Holdings Heat Map

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Capstone Wealth Management, LLC's Holdings Bubble Chart

Capstone Wealth Management, LLC News

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