Tag Stone Capital, Inc. Dimensional ETF Tr Dimensional Transaction History
Tag Stone Capital, Inc.
- $173 Million
- Q2 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 27,311 shares of DFAR stock, worth $698,615. This represents 0.35% of its overall portfolio holdings.
Number of Shares
27,311
Previous 25,383
7.6%
Holding current value
$698,615
Previous $567,000
6.35%
% of portfolio
0.35%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.4 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.1 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.9 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.7 Million0.3% of portfolio