Tcfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
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 11,026 shares of DISV stock, worth $305,420. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,026
Previous 11,235
1.86%
Holding current value
$305,420
Previous $326 Million
10.27%
% of portfolio
0.15%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
290Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio