U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.65 Billion
  • Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 102,466 shares of DFAI stock, worth $3.05 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
102,466
Previous 89,909 13.97%
Holding current value
$3.05 Million
Previous $2.67 Million 22.08%
% of portfolio
0.12%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$28.69 - $32.06 $360,260 - $402,577
12,557 Added 13.97%
102,466 $3.26 Million
Q2 2024

Jul 11, 2024
BUY
$28.93 - $30.91 $148,208 - $158,351
5,123 Added 6.04%
89,909 $2.67 Million
Q1 2024

May 10, 2024
BUY
$27.74 - $30.27 $53,926 - $58,844
1,944 Added 2.35%
84,786 $2.56 Million
Q4 2023

Feb 06, 2024
BUY
$24.88 - $28.69 $93,250 - $107,530
3,748 Added 4.74%
82,842 $2.37 Million
Q2 2023

Aug 04, 2023
SELL
$26.46 - $28.05 $216,575 - $229,589
-8,185 Reduced 9.38%
79,094 $2.16 Million
Q1 2023

May 11, 2023
BUY
$25.21 - $27.45 $169,184 - $184,216
6,711 Added 8.33%
87,279 $2.35 Million
Q4 2022

Feb 03, 2023
BUY
$21.47 - $25.85 $275,352 - $331,526
12,825 Added 18.93%
80,568 $2.02 Million
Q3 2022

Nov 01, 2022
BUY
$21.44 - $25.78 $270,079 - $324,750
12,597 Added 22.84%
67,743 $1.46 Million
Q2 2022

Aug 12, 2022
BUY
$23.87 - $28.49 $299,449 - $357,407
12,545 Added 29.45%
55,146 $1.33 Million
Q1 2022

May 12, 2022
BUY
$25.94 - $30.08 $101,814 - $118,064
3,925 Added 10.15%
42,601 $1.2 Million
Q4 2021

Jan 21, 2022
BUY
$28.27 - $30.4 $291,181 - $313,120
10,300 Added 36.3%
38,676 $1.14 Million
Q3 2021

Nov 01, 2021
BUY
$28.39 - $30.41 $805,594 - $862,914
28,376 New
28,376 $820,000

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email