U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.48 Billion
- Q4 2025
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 13,753 shares of DFAS stock, worth $923,513. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,753
Previous 13,748
0.04%
Holding current value
$923,513
Previous $941,000
1.91%
% of portfolio
0.03%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
897Shares Held
139MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.84MShares$392 Million19.81% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio