Tag Stone Capital, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Tag Stone Capital, Inc.
- $199 Million
- Q4 2024
A detailed history of Tag Stone Capital, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 49,927 shares of DFUV stock, worth $2.11 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
49,927
Previous 49,164
1.55%
Holding current value
$2.11 Million
Previous $2.05 Million
0.29%
% of portfolio
1.03%
Previous 1.07%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio