Tcfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024
Number of Shares
52,515
Previous 48,835 7.54%
Holding current value
$2.76 Billion
Previous $2.68 Billion 3.14%
% of portfolio
1.39%
Previous 1.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
3,680 Added 7.54%
52,515 $2.76 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
48,835 New
48,835 $2.68 Billion
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