Tag Stone Capital, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Tag Stone Capital, Inc.
- $192 Million
- Q3 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 49,164 shares of DFUV stock, worth $2.05 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
49,164
Previous 48,868
0.61%
Holding current value
$2.05 Million
Previous $1.92 Million
6.77%
% of portfolio
1.07%
Previous 1.11%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.47 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$772 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$602 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.65% of portfolio