Tag Stone Capital, Inc. Dimensional ETF Tr Dimensional Transaction History
Tag Stone Capital, Inc.
- $197 Million
- Q1 2025
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 9,559 shares of DFIS stock, worth $277,211. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,559
Previous 9,128
4.72%
Holding current value
$277,211
Previous $224,000
10.27%
% of portfolio
0.13%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$534 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$331 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio