Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
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 32,507 shares of DFIC stock, worth $893,292. This represents 0.46% of its overall portfolio holdings.
Number of Shares
32,507Holding current value
$893,292% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
347Shares Held
222MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$654 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$641 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$419 Million8.27% of portfolio
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Evensky & Katz LLC5.9MShares$162 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio