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 $292,983. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,559
Previous 9,128
4.72%
Holding current value
$292,983
Previous $224,000
10.27%
% of portfolio
0.13%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
263Shares Held
85.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$87.5 Million1.31% of portfolio