TCFG WEALTH MANAGEMENT, LLC DFGP Holdings History
TCFG WEALTH MANAGEMENT, LLC's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 4,038.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $215,750.00. This investment constitutes 0.11% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q3. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of DFGP, at an average price of $54.20, for a total of 22,791.00 shares. In addition, there have been 1 sales at an average price of $53.16 for 18,753.00 shares. Based on historical transaction data and DFGP's current price of $54.20, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his DFGP holdings is $-19,433.09, reflecting a -1.57% gain to date.
TCFG WEALTH MANAGEMENT, LLC DFGP ($54.20) Holding Chart
TCFG WEALTH MANAGEMENT, LLC DFGP ($54.20) 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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