Tcfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025
Number of Shares
4,901
Previous 5,561 11.87%
Holding current value
$256 Million
Previous $291 Million 11.99%
% of portfolio
0.13%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
N/A
-660 Reduced 11.87%
4,901 $256 Million
Q4 2024

Jan 30, 2025
BUY
N/A
779 Added 16.29%
5,561 $291 Million
Q3 2024

Oct 15, 2024
BUY
N/A
4,782 New
4,782 $259 Million
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