U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 8,513 shares of DFIC stock, worth $228,233. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,513
Previous 8,513
-0.0%
Holding current value
$228,233
Previous $239,000
7.95%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
375Shares Held
238MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$130 Million17.02% of portfolio