Tcfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 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 5,849 shares of DFSD stock, worth $277,184. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,849
Previous 6,786 13.81%
Holding current value
$277,184
Previous $318 Million 12.63%
% of portfolio
0.14%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$46.74 - $47.55 $43,795 - $44,554
-937 Reduced 13.81%
5,849 $278 Million
Q4 2024

Jan 30, 2025
BUY
$46.75 - $47.8 $32,865 - $33,603
703 Added 11.56%
6,786 $318 Million
Q3 2024

Oct 15, 2024
BUY
$47.0 - $47.84 $285,901 - $291,010
6,083 New
6,083 $290 Million

Others Institutions Holding DFSD

# of Institutions
334
Shares Held
66.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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