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 8,513 shares of DFIC stock, worth $217,847. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,513Holding current value
$217,847% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
366Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$691 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$659 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$404 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$124 Million17.02% of portfolio