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
2024 Q4 ADDED 1,618,711 +59,820 +3.8% 45.80% $56.0M $34.23
2024 Q3 ADDED 1,558,891 +15,989 +1.0% 44.36% $53.5M $33.84
2024 Q2 ADDED 1,542,902 +33,278 +2.2% 44.46% $49.7M $31.72
2024 Q1 ADDED 1,509,624 +137,558 +10.0% 41.67% $48.2M $31.35
2023 Q4 INITIATED 1,372,066 39.47% $40.1M
% of Fund (quarterly)    DFAC price (monthly, adj. close)
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