DFUS β€” DIMENSIONAL ETF TRUST

Ownership history in CAPSTONE CAPITAL LLC  Β·  9 quarters on record

AI Ownership Summary

CAPSTONE CAPITAL LLC reported DIMENSIONAL ETF TRUST (DFUS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2024 Q2. The latest visible filing shows DFUS at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPSTONE CAPITAL LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFUS was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPSTONE CAPITAL LLC held DFUS β€” position size vs. price
% of Fund (quarterly)    DFUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 4,133 β€” 0% 0.20% $307K 2026-02-14 (Est.) $74.17
2025 Q3 UNCHANGED 4,133 β€” 0% 0.20% $299K 2025-10-22 $72.28
2025 Q2 UNCHANGED 4,133 β€” 0% 0.20% $277K 2025-07-15 $66.96
2025 Q1 UNCHANGED 4,133 β€” 0% 0.20% $250K 2025-04-22 $56.43
2024 Q4 UNCHANGED 4,133 β€” 0% 0.22% $263K 2025-01-23 $65.74
2024 Q3 UNCHANGED 4,133 β€” 0% 0.21% $257K 2024-11-22 $64.18
2024 Q2 UNCHANGED 4,133 β€” 0% 0.22% $243K 2024-07-16 $60.26
2024 Q1 UNCHANGED 4,133 β€” 0% 0.20% $235K 2024-04-18 $53.17
2023 Q4 INITIATED 4,133 β€” β€” 0.21% $214K 2024-01-23 $51.51

FAQ About CAPSTONE CAPITAL LLC and DFUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPSTONE CAPITAL LLC reported owning DFUS?

CAPSTONE CAPITAL LLC reported DFUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFUS position in CAPSTONE CAPITAL LLC's portfolio?

The largest reported portfolio weight for DFUS was 0.22% in 2024 Q2.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2025 Q4, when CAPSTONE CAPITAL LLC reported 4,133 shares, equal to 0.20% of portfolio, with an estimated market value of $307K.

What does the chart on this DFUS ownership page compare?

The chart compares CAPSTONE CAPITAL LLC's quarterly DFUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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