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 $908,126. This represents 0.44% of its overall portfolio holdings.
Number of Shares
33,597
Previous 32,507
3.35%
Holding current value
$908,126
Previous $915 Million
5.08%
% of portfolio
0.44%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
399Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$730 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$696 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio