Tag Stone Capital, Inc. Dimensional ETF Tr Short Durat Transaction History
Tag Stone Capital, Inc.
- $192 Million
- Q3 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 9,972 shares of DFSD stock, worth $469,681. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,972
Previous 10,269
2.89%
Holding current value
$469,681
Previous $482,000
1.24%
% of portfolio
0.25%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio