U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 14,970 shares of DFUV stock, worth $612,273. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,970
Previous 14,970
-0.0%
Holding current value
$612,273
Previous $587,000
6.3%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio