DFAC — DIMENSIONAL ETF TRUST

Ownership history in CAPSTONE CAPITAL LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CAPSTONE CAPITAL LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
46.7% (2025 Q4)
Avg. % of fund
44.06%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,815,402 +93,070 +5.4% 46.70% $71.9M $39.59
2025 Q3 REDUCED 1,722,332 -13,975 -0.8% 44.40% $66.4M $38.48
2025 Q2 ADDED 1,736,307 +52,710 +3.1% 45.17% $62.2M $35.66
2025 Q1 ADDED 1,683,597 +64,886 +4.0% 44.55% $55.5M $32.72
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46% GRAND WEALTH MANAGEMENT, LLC 3Y 37.44%
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