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 11,235 shares of DISV stock, worth $303,345. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,235Holding current value
$303,345% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$168 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$85 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio