Tag Stone Capital, Inc. Dimensional ETF Tr Dimensional Transaction History
Tag Stone Capital, Inc.
- $199 Million
- Q4 2024
A detailed history of Tag Stone Capital, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 33,382 shares of DFAR stock, worth $793,490. This represents 0.39% of its overall portfolio holdings.
Number of Shares
33,382
Previous 27,451
21.61%
Holding current value
$793,490
Previous $703,000
10.38%
% of portfolio
0.39%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.4 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.6 Million2.99% of portfolio