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

U.S. Capital Wealth Advisors, LLC

$3.44 Billion
Q3 2025

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 9,819 shares of DFSV stock, worth $308,316. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,819

Previous 9,918 1.0%

Holding current value

$308,316

Previous $291,000 7.22%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$29.2 - $32.74 $2,890 - $3,241	-99 Reduced 1.0%	9,819 $312,000
Q2 2025 Jul 14, 2025	SELL	$24.21 - $29.47 $1,186 - $1,444	-49 Reduced 0.49%	9,918 $291,000
Q1 2025 Apr 29, 2025	BUY	$27.56 - $32.1 $3,445 - $4,012	125 Added 1.27%	9,967 $280,000
Q4 2024 Jan 24, 2025	SELL	$30.18 - $33.87 $13,550 - $15,207	-449 Reduced 4.36%	9,842 $302,000
Q3 2024 Oct 22, 2024	BUY	$28.25 - $31.7 $6,384 - $7,164	226 Added 2.25%	10,291 $316,000

Q2 2024 Jul 11, 2024	BUY	$27.81 - $30.13 $279,907 - $303,258	10,065 New	10,065 $289,000

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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