Tag Stone Capital, Inc. Dimensional ETF Tr Short Durat Transaction History
Tag Stone Capital, Inc.
- $199 Million
- Q4 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 14,913 shares of DFSD stock, worth $704,191. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,913
Previous 9,972
49.55%
Holding current value
$704,191
Previous $476,000
46.85%
% of portfolio
0.35%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio