U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,758 shares of DFAX stock, worth $216,323. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,758
Previous 9,168
26.29%
Holding current value
$216,323
Previous $287,000
24.74%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
672Shares Held
258MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio