DFUS — 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 (DFUS). 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
0.22% (2024 Q2)
Avg. % of fund
0.21%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,133 — 0% 0.20% $307K $74.17
2025 Q3 UNCHANGED 4,133 — 0% 0.20% $299K $72.29
2025 Q2 UNCHANGED 4,133 — 0% 0.20% $277K $66.71
2025 Q1 UNCHANGED 4,133 — 0% 0.20% $250K $60.04
2024 Q4 UNCHANGED 4,133 — 0% 0.22% $263K $63.14
2024 Q3 UNCHANGED 4,133 — 0% 0.21% $257K $61.40
2024 Q2 UNCHANGED 4,133 — 0% 0.22% $243K $57.94
2024 Q1 UNCHANGED 4,133 — 0% 0.20% $235K $55.95
2023 Q4 INITIATED 4,133 — — 0.21% $214K —
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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