U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 14,970 shares of DFUV stock, worth $621,554. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,970
Previous 14,970
-0.0%
Holding current value
$621,554
Previous $624,000
1.92%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
705Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.41 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.31 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$746 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$446 Million0.67% of portfolio