Number of Shares
11,493.00
Current Holdings Value*
$611,080.00
% of Portfolio
0.31%
Total Estimate Gain
$-38,517.49
% of Total Estimate Gain
-1.36%

TCFG WEALTH MANAGEMENT, LLC's Dimensional Global Credit ETF Holding Summary

As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 11,493.00 shares of Dimensional Global Credit ETF(DGCB), totaling $611,080.00. This investment constitutes 0.31% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0.11% of the outstanding Dimensional Global Credit ETF(DGCB) stock.

The initial trade took place in 2024Q3. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of DGCB, at an average price of $53.87, for a total of 52,515.00 shares. In addition, there have been 1 sales at an average price of $52.91 for 41,022.00 shares. Based on historical transaction data and DGCB's current price of $53.93, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his DGCB holdings is $-38,517.49, reflecting a -1.36% gain to date.

TCFG WEALTH MANAGEMENT, LLC DGCB ($53.93) Holding Chart

TCFG WEALTH MANAGEMENT, LLC DGCB ($53.93) 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 %

Top Ranked Articles

  • 1