Tcfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025
Number of Shares
3,863
Previous 4,901 21.18%
Holding current value
$208 Million
Previous $262 Million 20.29%
% of portfolio
0.09%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
N/A
-1,038 Reduced 21.18%
3,863 $208 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-660 Reduced 11.87%
4,901 $256 Million
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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