Tcfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Tcfg Wealth Management, LLC
- $242 Billion
- Q3 2025
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 4,469 shares of DFSD stock, worth $215,405. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,469
Previous 5,849
23.59%
Holding current value
$215,405
Previous $281 Million
23.31%
% of portfolio
0.09%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio