Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
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 29,523 shares of DFIC stock, worth $821,329. This represents 0.41% of its overall portfolio holdings.
Number of Shares
29,523
Previous 33,597
12.13%
Holding current value
$821,329
Previous $868 Million
5.58%
% of portfolio
0.41%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio