Tcfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Tcfg Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 6,083 shares of DFSD stock, worth $289,976. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,083Holding current value
$289,976% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
43.4MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million15.04% of portfolio
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Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio