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 9,842 shares of DFSV stock, worth $295,653. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,842
Previous 10,291 4.36%
Holding current value
$295,653
Previous $316,000 4.43%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$30.18 - $33.87 $13,550 - $15,207
-449 Reduced 4.36%
9,842 $302,000
Q3 2024

Oct 22, 2024
BUY
$28.25 - $31.7 $6,384 - $7,164
226 Added 2.25%
10,291 $316,000
Q2 2024

Jul 11, 2024
BUY
$27.81 - $30.13 $279,907 - $303,258
10,065 New
10,065 $289,000

Others Institutions Holding DFSV

# of Institutions
414
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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