DFEM — 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 (DFEM). 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
11.65% (2025 Q3)
Avg. % of fund
11.11%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 529,203 -14,439 -2.7% 11.37% $17.5M $33.08
2025 Q3 ADDED 543,642 +22,944 +4.4% 11.65% $17.4M $31.87
2025 Q2 ADDED 520,698 +2,657 +0.5% 11.22% $15.5M $29.26
2025 Q1 ADDED 518,041 +18,536 +3.7% 11.00% $13.7M $25.86
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57% Ballentine Capital Advisors, Inc 7.56%
← Back to CAPSTONE CAPITAL LLC Holdings