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 29,092 shares of DFSV stock, worth $933,562. This represents 0.39% of its overall portfolio holdings.
Number of Shares
29,092
Previous 29,465
1.27%
Holding current value
$933,562
Previous $829 Million
3.22%
% of portfolio
0.39%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
479Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$378 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$207 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$186 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$174 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$103 Million2.12% of portfolio