Tcfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025
Number of Shares
11,050
Previous 11,493 3.85%
Holding current value
$599 Million
Previous $611 Million 1.94%
% of portfolio
0.27%
Previous 0.31%

Shares

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

Jul 22, 2025
SELL
N/A
-443 Reduced 3.85%
11,050 $599 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-41,022 Reduced 78.11%
11,493 $611 Million
Q4 2024

Jan 30, 2025
BUY
N/A
3,680 Added 7.54%
52,515 $2.76 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
48,835 New
48,835 $2.68 Billion
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