TCFG WEALTH MANAGEMENT, LLC DFAC Holdings History
TCFG WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 108,308.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $3.57 Mil. This investment constitutes 1.8% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q3. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of DFAC, at an average price of $33.06, for a total of 111,130.00 shares. In addition, there have been 1 sales at an average price of $34.71 for 2,822.00 shares. Based on historical transaction data and DFAC's current price of $36.11, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $334,996.92, reflecting a 9.12% gain to date.
TCFG WEALTH MANAGEMENT, LLC DFAC ($36.11) Holding Chart
TCFG WEALTH MANAGEMENT, LLC DFAC ($36.11) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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