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 $1.96 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
49,927
Previous 49,164
1.55%
Holding current value
$1.96 Million
Previous $2.05 Million
0.29%
% of portfolio
1.03%
Previous 1.07%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
720Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio