Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 30,021 shares of DFIC stock, worth $992,494. This represents 0.42% of its overall portfolio holdings.
Number of Shares
30,021
Previous 29,523
1.69%
Holding current value
$992,494
Previous $820 Million
13.85%
% of portfolio
0.42%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$951 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$528 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$203 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio