U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 22,878 shares of DFUS stock, worth $1.48 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,878

Previous 22,878 -0.0%

Holding current value

$1.48 Million

Previous $1.35 Million 5.72%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$53.83 - $59.14 $144,533 - $158,790	-2,685 Reduced 10.5%	22,878 $1.35 Million
Q1 2024 May 10, 2024	SELL	$50.79 - $56.98 $10,665 - $11,965	-210 Reduced 0.81%	25,563 $1.46 Million
Q3 2023 Oct 19, 2023	SELL	$46.29 - $49.87 $14,581 - $15,709	-315 Reduced 1.21%	25,773 $1.2 Million
Q2 2023 Aug 04, 2023	SELL	$43.77 - $48.16 $30,682 - $33,760	-701 Reduced 2.62%	26,088 $1.26 Million
Q1 2023 May 11, 2023	SELL	$41.24 - $45.43 $47,797 - $52,653	-1,159 Reduced 4.15%	26,789 $1.19 Million
Q1 2022 May 12, 2022	SELL	$45.16 - $52.01 $6,773 - $7,801	-150 Reduced 0.53%	27,948 $1.37 Million
Q3 2021 Nov 01, 2021	BUY	$46.48 - $49.7 $1.31 Million - $1.4 Million	28,098 New	28,098 $1.33 Million

Others Institutions Holding DFUS

# of Institutions

643

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

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