U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,985 shares of DFAT stock, worth $568,545. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,985
Previous 9,985
-0.0%
Holding current value
$568,545
Previous $581,000
2.24%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio