Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 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 26,326 shares of DUHP stock, worth $888,239. This represents 0.45% of its overall portfolio holdings.
Number of Shares
26,326Holding current value
$888,239% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.28 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.25 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$281 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$231 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$227 Million15.86% of portfolio