U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 8,513 shares of DFIC stock, worth $257,858. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,513
Previous 8,513
-0.0%
Holding current value
$257,858
Previous $220,000
7.27%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$936 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$834 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$492 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio