Tcfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025
Number of Shares
11,493
Previous 52,515 78.11%
Holding current value
$611 Million
Previous $2.76 Billion 77.88%
% of portfolio
0.31%
Previous 1.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
N/A
-41,022 Reduced 78.11%
11,493 $611 Million
Q4 2024

Jan 30, 2025
BUY
N/A
3,680 Added 7.54%
52,515 $2.76 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
48,835 New
48,835 $2.68 Billion
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