Tag Stone Capital, Inc. Dimensional ETF Tr Short Durat Transaction History

Tag Stone Capital, Inc.

$173 Million
Q2 2024

A detailed history of Tag Stone Capital, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 10,269 shares of DFSD stock, worth $486,237. This represents 0.28% of its overall portfolio holdings.

Number of Shares

10,269

Holding current value

$486,237

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$46.64 - $47.15 $478,946 - $484,183	10,269 New	10,269 $482,000

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

46.3M

Call Options Held

Put Options Held

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.4 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.6 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.4 Million
16.69% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Tag Stone Capital, Inc. Dimensional ETF Tr Short Durat Transaction History