U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 18,588 shares of DFAR stock, worth $434,587. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,588

Previous 19,588 5.11%

Holding current value

$434,587

Previous $432,000 10.19%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$21.91 - $26.03 $21,910 - $26,030	-1,000 Reduced 5.11%	18,588 $476,000
Q2 2024 Jul 11, 2024	SELL	$20.41 - $22.23 $300,496 - $327,292	-14,723 Reduced 42.91%	19,588 $432,000
Q1 2024 May 10, 2024	BUY	$21.28 - $22.96 $410,704 - $443,128	19,300 Added 128.57%	34,311 $767,000
Q4 2023 Feb 06, 2024	BUY	$18.45 - $23.08 $19,962 - $24,972	1,082 Added 7.77%	15,011 $341,000
Q2 2023 Aug 04, 2023	BUY	$20.22 - $21.63 $14,275 - $15,270	706 Added 5.34%	13,929 $299,000
Q1 2023 May 11, 2023	BUY	$19.83 - $23.92 $13,940 - $16,815	703 Added 5.62%	13,223 $284,000
Q4 2022 Feb 03, 2023	BUY	$19.45 - $22.52 $243,514 - $281,950	12,520 New	12,520 $264,000

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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 Dimensional Transaction History