DFIC — 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 (DFIC). 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
24.24% (2025 Q3)
Avg. % of fund
22.63%
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 1,064,522 -41,424 -3.7% 23.83% $36.7M $34.46
2025 Q3 ADDED 1,105,946 +48,364 +4.6% 24.24% $36.3M $32.56
2025 Q2 ADDED 1,057,582 +3,145 +0.3% 23.87% $32.9M $30.75
2025 Q1 ADDED 1,054,437 +32,994 +3.2% 23.49% $29.3M $27.09
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23% Your Advocates Ltd., LLP 3Y 13.69%
← Back to CAPSTONE CAPITAL LLC Holdings