U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 26,533 shares of DFAS stock, worth $1.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,533
Previous 23,932 10.87%
Holding current value
$1.7 Million
Previous $1.44 Million 19.69%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$59.25 - $65.33 $154,109 - $169,923
2,601 Added 10.87%
26,533 $1.72 Million
Q2 2024

Jul 11, 2024
SELL
$57.42 - $62.37 $10,507 - $11,413
-183 Reduced 0.76%
23,932 $1.44 Million
Q1 2024

May 10, 2024
BUY
$56.66 - $62.34 $21,134 - $23,252
373 Added 1.57%
24,115 $1.5 Million
Q4 2023

Feb 06, 2024
BUY
$48.83 - $60.51 $488,300 - $605,100
10,000 Added 72.77%
23,742 $1.42 Million
Q3 2023

Oct 19, 2023
SELL
$51.84 - $57.67 $19,025 - $21,164
-367 Reduced 2.6%
13,742 $721,000
Q1 2023

May 11, 2023
SELL
$50.35 - $57.8 $205,780 - $236,228
-4,087 Reduced 22.46%
14,109 $743,000
Q4 2022

Feb 03, 2023
BUY
$47.77 - $54.73 $57,897 - $66,332
1,212 Added 7.14%
18,196 $930,000
Q3 2022

Nov 01, 2022
BUY
$46.47 - $55.84 $11,478 - $13,792
247 Added 1.48%
16,984 $790,000
Q2 2022

Aug 12, 2022
SELL
$46.65 - $56.4 $15,207 - $18,386
-326 Reduced 1.91%
16,737 $803,000
Q4 2021

Jan 21, 2022
SELL
$56.67 - $63.93 $28,335 - $31,965
-500 Reduced 2.85%
17,063 $1.02 Million
Q3 2021

Nov 01, 2021
BUY
$54.69 - $59.43 $960,520 - $1.04 Million
17,563 New
17,563 $1.01 Million

Others Institutions Holding DFAS

# of Institutions
694
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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