Tcfg Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Tcfg Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 109,622 shares of DFAC stock, worth $3.93 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
109,622Holding current value
$3.93 Million% of portfolio
1.89%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio