U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 19,588 shares of DFAR stock, worth $508,112. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,588
Previous 34,311
42.91%
Holding current value
$508,112
Previous $767,000
43.68%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$76.5 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.7 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.5 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$36.2 Million0.3% of portfolio