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 61,977 shares of DFIV stock, worth $2.97 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

61,977

Previous 66,671 7.04%

Holding current value

$2.97 Million

Previous $3.07 Million 3.42%

% of portfolio

0.09%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$45.13 - $48.25 $211,840 - $226,485	-4,694 Reduced 7.04%	61,977 $2.97 Million
Q3 2025 Oct 09, 2025	BUY	$42.66 - $46.53 $2.84 Million - $3.1 Million	66,671 New	66,671 $3.07 Million
Q4 2022 Feb 03, 2023	SELL	$25.88 - $31.1 $114,596 - $137,710	-4,428 Reduced 51.74%	4,130 $125,000
Q3 2022 Nov 01, 2022	SELL	$25.71 - $30.57 $6,941 - $8,253	-270 Reduced 3.06%	8,558 $220,000
Q3 2021 Nov 01, 2021	BUY	$32.25 - $33.65 $284,703 - $297,062	8,828 New	8,828 $289,000

Others Institutions Holding DFIV

# of Institutions

809

Shares Held

260M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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U.S. Capital Wealth Advisors, LLC Dimensional ETF Tr Transaction History