Number of Shares
108,308.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
1.8%
Total Estimate Gain
$334,996.92
% of Total Estimate Gain
9.12%

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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