Tcfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 6,786 shares of DFSD stock, worth $320,095. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,786
Previous 6,083
11.56%
Holding current value
$320,095
Previous $290 Million
9.55%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
282Shares Held
53.9MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio