Tcfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025
Number of Shares
3,751
Previous 4,038 7.11%
Holding current value
$204 Million
Previous $216 Million 5.26%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Jul 22, 2025
SELL
N/A
-287 Reduced 7.11%
3,751 $204 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-18,753 Reduced 82.28%
4,038 $216 Million
Q4 2024

Jan 30, 2025
BUY
N/A
694 Added 3.14%
22,791 $1.2 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
22,097 New
22,097 $1.22 Billion
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