Tcfg Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 108,308 shares of DFAC stock, worth $3.5 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
108,308
Previous 111,130
2.54%
Holding current value
$3.5 Million
Previous $3.84 Billion
7.05%
% of portfolio
1.79%
Previous 1.93%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,074Shares Held
803MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio