Tag Stone Capital, Inc. Dimensional ETF Tr Short Durat Transaction History
Tag Stone Capital, Inc.
- $197 Million
- Q1 2025
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 14,353 shares of DFSD stock, worth $690,809. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,353
Previous 14,913
3.76%
Holding current value
$690,809
Previous $699,000
2.43%
% of portfolio
0.35%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio