U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 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 89,909 shares of DFAI stock, worth $2.79 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
89,909
Previous 84,786
6.04%
Holding current value
$2.79 Million
Previous $2.56 Million
4.1%
% of portfolio
0.11%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$194 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$170 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$159 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$132 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$129 Million0.22% of portfolio