U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 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 10,291 shares of DFSV stock, worth $324,681. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,291
Previous 10,065
2.25%
Holding current value
$324,681
Previous $289,000
9.34%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
345Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$240 Million3.5% of portfolio
-
Savant Capital, LLC6.57MShares$207 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$164 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$108 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$93.7 Million1.18% of portfolio