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 33,597 shares of DFIC stock, worth $952,810. This represents 0.44% of its overall portfolio holdings.
Number of Shares
33,597
Previous 32,507
3.35%
Holding current value
$952,810
Previous $915 Million
5.08%
% of portfolio
0.44%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$835 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$777 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio