Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
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 26,643 shares of DUHP stock, worth $940,764. This represents 0.45% of its overall portfolio holdings.
Number of Shares
26,643
Previous 26,326
1.2%
Holding current value
$940,764
Previous $897 Million
0.37%
% of portfolio
0.45%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
373Shares Held
216MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.34 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$295 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$244 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$242 Million4.45% of portfolio