Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025

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 10,429 shares of DISV stock, worth $358,131. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,429
Previous 10,291 1.34%
Holding current value
$358,131
Previous $300 Million 14.53%
% of portfolio
0.16%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$25.93 - $32.91 $3,578 - $4,541
138 Added 1.34%
10,429 $343 Million
Q1 2025

Apr 16, 2025
SELL
$26.09 - $30.21 $19,176 - $22,204
-735 Reduced 6.67%
10,291 $300 Million
Q4 2024

Jan 30, 2025
SELL
$26.18 - $28.77 $5,471 - $6,012
-209 Reduced 1.86%
11,026 $293 Million
Q3 2024

Oct 15, 2024
BUY
$26.06 - $29.18 $292,784 - $327,837
11,235 New
11,235 $326 Million

Others Institutions Holding DISV

# of Institutions
358
Shares Held
77.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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