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 27,034 shares of DUHP stock, worth $983,496. This represents 0.44% of its overall portfolio holdings.
Number of Shares
27,034
Previous 27,004
0.11%
Holding current value
$983,496
Previous $895 Million
7.42%
% of portfolio
0.44%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
445Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio