Tag Stone Capital, Inc. Dimensional ETF Tr Dimensional Transaction History
Tag Stone Capital, Inc.
- $192 Million
- Q3 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 27,451 shares of DFAR stock, worth $659,098. This represents 0.37% of its overall portfolio holdings.
Number of Shares
27,451
Previous 27,311
0.51%
Holding current value
$659,098
Previous $603,000
16.58%
% of portfolio
0.37%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$70.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$52.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$46.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$39.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.9 Million2.99% of portfolio