U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.41 Billion
- Q1 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 15,122 shares of DFUV stock, worth $589,455. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,122
Previous 16,708
9.49%
Holding current value
$589,455
Previous $621,000
0.48%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio