Flagstone Financial Management Purchases in Q3 2024

Flagstone Financial Management

  • $298 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
22.4K
+ 1.74%
$56.04 - $62.2 $1.26M - $1.4M
1.31M $81.8B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
33.8K
+ 6.15%
$50.85 - $53.88 $1.72M - $1.82M
583K $31.3B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.5K
+ 1.83%
$33.74 - $37.96 $386K - $435K
636K $23.9B
AAPL
Apple Inc.

Technology
6.45K
+ 104.55%
$207.23 - $234.82 $1.34M - $1.51M
12.6K $2.94B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
35.8K
+ 8.02%
$25.21 - $28.46 $902K - $1.02M
482K $13.6B
AVUV
American Centy ETF Tr Avantis

ETFs
6.06K
+ 3.89%
$88.24 - $99.7 $535K - $604K
162K $15.5B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
29.8K
+ 4.93%
$27.8 - $29.26 $827K - $871K
634K $18.4B
VNQ
Vanguard Specialized Funds Van

ETFs
3.1K
+ 3.69%
$82.97 - $98.97 $257K - $307K
87.2K $8.5B
BNDX
Vanguard Total International B

ETFs
17.4K
+ 5.58%
$48.42 - $50.35 $844K - $877K
330K $16.6B
AVDV
American Centy ETF Tr Avantis

ETFs
3.35K
+ 2.16%
$62.52 - $71.12 $210K - $238K
159K $11.2B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
17.5K
+ 26.65%
$51.78 - $52.98 $907K - $928K
83.3K $4.41B
SPSB
Spdr Portfolio Short Term Corp

ETFs
16.9K
+ 2.54%
$29.58 - $30.31 $501K - $513K
683K $20.7B
AVUS
American Centy ETF Tr Avantis

ETFs
1.61K
+ 1.36%
$86.27 - $95.15 $139K - $154K
120K $11.5B
MA
Mastercard Inc

Financial Services
1.09K
New
$429.6 - $500.99 $466K - $544K
1.09K $536M
DE
Deere & CO

Industrials
1.1K
New
$344.84 - $418.0 $378K - $459K
1.1K $458M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.9K
+ 58.94%
$79.92 - $88.19 $232K - $256K
7.82K $690M
AVDE
American Centy ETF Tr Avantis

ETFs
328
+ 0.62%
$60.09 - $67.67 $19.7K - $22.2K
53.3K $3.57B
USB
Us Bancorp \De\

Financial Services
3K
+ 13.9%
$39.04 - $47.23 $117K - $142K
24.6K $1.13B
MSFT
Microsoft Corp

Technology
781
+ 16.61%
$395.15 - $467.56 $309K - $365K
5.48K $2.36B
XLF
Financial Sector Spdr

ETFs
5.23K
New
$40.84 - $45.74 $213K - $239K
5.23K $237M
ETN
Eaton Corp PLC

Industrials
704
New
$272.52 - $333.02 $192K - $234K
704 $233M
WMT
Walmart Inc.

Consumer Defensive
2.82K
New
$66.91 - $81.4 $188K - $229K
2.82K $227M
JPM
Jpmorgan Chase & CO

Financial Services
951
+ 30.63%
$194.9 - $224.8 $185K - $214K
4.06K $855M
LLY
Eli Lilly & CO

Healthcare
248
New
$772.14 - $960.02 $191K - $238K
248 $220M
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.59K
New
$28.25 - $31.7 $186K - $209K
6.59K $203M
BOC
Boston Omaha Corp

Communication Services
10.6K
New
$12.6 - $15.08 $134K - $160K
10.6K $158M
AVRE
American Centy ETF Tr Avantis
348
+ 1.79%
$40.95 - $48.28 $14.3K - $16.8K
19.8K $931M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.14K
+ 4.22%
$24.38 - $25.2 $76.6K - $79.1K
77.6K $1.95B
NVDA
Nvidia Corp

Technology
1K
+ 40.91%
$98.91 - $134.91 $99.1K - $135K
3.45K $419M
IWM
Ishares Russell 2000 ETF

ETFs
293
+ 20.0%
$200.87 - $224.6 $58.9K - $65.8K
1.76K $388M
DFSU
Dimensional ETF Tr Dimen Us Su
601
+ 4.22%
N/A
14.8K $552M
VTI
Vanguard Total Stock Market Et

ETFs
109
+ 7.36%
$255.18 - $283.2 $27.8K - $30.9K
1.59K $450M
XOM
Exxon Mobil Corp

Energy
104
+ 1.74%
$109.72 - $119.0 $11.4K - $12.4K
6.07K $712M
AMZN
Amazon Com Inc

Consumer Cyclical
70
+ 6.76%
$161.02 - $200.0 $11.3K - $14K
1.11K $206M
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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