Tag Stone Capital, Inc. Dimensional ETF Tr U S Target Transaction History
Tag Stone Capital, Inc.
- $219 Million
- Q2 2025
A detailed history of Tag Stone Capital, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 97,447 shares of DFAT stock, worth $5.69 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
97,447
Previous 87,420
11.47%
Holding current value
$5.69 Million
Previous $4.5 Million
16.82%
% of portfolio
2.4%
Previous 2.29%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
785Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$823 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$726 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$546 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$360 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$289 Million1.74% of portfolio