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

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 66,671 shares of DFIV stock, worth $3.06 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
66,671
Holding current value
$3.06 Million
% of portfolio
0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$42.66 - $46.53 $2.84 Million - $3.1 Million
66,671 New
66,671 $3.07 Million
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
752
Shares Held
265M
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
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