U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 22,240 shares of DFUS stock, worth $1.47 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,240
Previous 22,878
2.79%
Holding current value
$1.47 Million
Previous $1.42 Million
0.35%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
674Shares Held
138MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$577 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$524 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$327 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio