U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.46 Billion
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023
SELL
$25.88 - $31.1 $114,596 - $137,710
-4,428 Reduced 51.74%
4,130 $125,000
Q3 2022

Nov 01, 2022
SELL
$25.71 - $30.57 $6,941 - $8,253
-270 Reduced 3.06%
8,558 $220,000
Q3 2021

Nov 01, 2021
BUY
$32.25 - $33.65 $284,703 - $297,062
8,828 New
8,828 $289,000

Others Institutions Holding DFIV

# of Institutions
527
Shares Held
184M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email