U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,985 shares of DFAT stock, worth $575,535. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,985
Previous 10,882
8.24%
Holding current value
$575,535
Previous $587,000
1.02%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio