U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.07 Billion
- Q1 2025
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 28,684 shares of DFEV stock, worth $769,591. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,684
Previous 28,117
2.02%
Holding current value
$769,591
Previous $736,000
5.3%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
197Shares Held
23.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$67.7 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$27.1 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$24.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$22.4 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$21.6 Million8.3% of portfolio