Tcfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024
Number of Shares
5,561
Previous 4,782 16.29%
Holding current value
$291 Million
Previous $259 Million 12.44%
% of portfolio
0.15%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
779 Added 16.29%
5,561 $291 Million
Q3 2024

Oct 15, 2024
BUY
N/A
4,782 New
4,782 $259 Million
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