Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 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 29,382 shares of DFSV stock, worth $920,244. This represents 0.46% of its overall portfolio holdings.
Number of Shares
29,382
Previous 28,863
1.8%
Holding current value
$920,244
Previous $889 Million
1.73%
% of portfolio
0.46%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
381Shares Held
105MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$252 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$170 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio