Capstone Wealth Management, Inc.: 13F holdings
CIK 21122052026Q2
| Positions | 48 |
|---|---|
| Reported value | $133.2m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1,040,325 | $46.2m | 34.7% |
| DFUS DIMENSIONAL ETF TRUST | 106,355 | $8.7m | 6.5% |
| DFIC DIMENSIONAL ETF TRUST | 218,087 | $8.1m | 6.1% |
| DIMENSIONAL ETF TRUST | 114,468 | $8.0m | 6.0% |
| IVV ISHARES TR | 8,345 | $6.3m | 4.7% |
| DFAI DIMENSIONAL ETF TRUST | 136,409 | $5.6m | 4.2% |
| AVDE AMERICAN CENTY ETF TR | 54,176 | $4.8m | 3.6% |
| DFAX DIMENSIONAL ETF TRUST | 122,053 | $4.5m | 3.4% |
| DFAE DIMENSIONAL ETF TRUST | 100,040 | $3.9m | 3.0% |
| DIMENSIONAL ETF TRUST | 80,157 | $3.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112205")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.