Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 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 8,645 shares of DISV stock, worth $310,528. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,645
Previous 10,429 17.11%
Holding current value
$310,528
Previous $343 Million 10.11%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 18, 2025
SELL
$32.78 - $35.79 $58,479 - $63,849
-1,784 Reduced 17.11%
8,645 $309 Million
Q2 2025

Jul 22, 2025
BUY
$25.93 - $32.91 $3,578 - $4,541
138 Added 1.34%
10,429 $343 Million
Q1 2025

Apr 16, 2025
SELL
$26.09 - $30.21 $19,176 - $22,204
-735 Reduced 6.67%
10,291 $300 Million
Q4 2024

Jan 30, 2025
SELL
$26.18 - $28.77 $5,471 - $6,012
-209 Reduced 1.86%
11,026 $293 Million
Q3 2024

Oct 15, 2024
BUY
$26.06 - $29.18 $292,784 - $327,837
11,235 New
11,235 $326 Million

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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