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Capstone Wealth Management (Alabama)’s Dimensional US Equity ETF DFUS Stock Holding History

Capstone Wealth Management (Alabama)’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.4M Buy
170,128
+34,498
+25% +$2.31M 9.99% 3
2025
Q1 		$8.2M Buy
135,630
+5,084
+4% +$307K 8.17% 6
2024
Q4 		$8.32M Buy
+130,546
New +$8.32M 8.13% 5