U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 28,117 shares of DFEV stock, worth $747,631. This represents 0.02% of its overall portfolio holdings.
Number of Shares
28,117
Previous 20,924
34.38%
Holding current value
$747,631
Previous $595,000
23.7%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
164Shares Held
19.3MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$66 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27.1 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.3 Million0.04% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.9 Million8.74% of portfolio
-
Marquette Asset Management, LLC643KShares$17.1 Million2.76% of portfolio