Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Tcfg Wealth Management, LLC

$199 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

444

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

0

Envestnet Asset Management Inc

29.5M
Shares

$819 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

27.4M
Shares

$763 Million
1.75% of portfolio
Forum Financial Management, LP Lombard, IL

16.4M
Shares

$455 Million
8.36% of portfolio
Evensky & Katz LLC

6.13M
Shares

$171 Million
10.37% of portfolio
Rw Investment Management LLC Eagle, ID

4.92M
Shares

$137 Million
15.48% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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