Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 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 29,465 shares of DFSV stock, worth $842,993. This represents 0.42% of its overall portfolio holdings.
Number of Shares
29,465
Previous 29,382
0.28%
Holding current value
$842,993
Previous $904 Million
8.29%
% of portfolio
0.42%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
438Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$268 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$218 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$166 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$144 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$143 Million1.64% of portfolio