Tag Stone Capital, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Tag Stone Capital, Inc.

$197 Million
Q1 2025

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 50,617 shares of DFUV stock, worth $2.1 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

50,617

Previous 49,927 1.38%

Holding current value

$2.1 Million

Previous $2.04 Million 2.06%

% of portfolio

1.06%

Previous 1.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$39.96 - $43.3 $27,572 - $29,876	690 Added 1.38%	50,617 $2.09 Million
Q4 2024 Feb 11, 2025	BUY	$40.38 - $44.35 $30,809 - $33,839	763 Added 1.55%	49,927 $2.04 Million
Q3 2024 Nov 08, 2024	BUY	$38.51 - $41.69 $11,398 - $12,340	296 Added 0.61%	49,164 $2.05 Million
Q2 2024 Aug 13, 2024	BUY	$38.53 - $40.76 $101,603 - $107,484	2,637 Added 5.7%	48,868 $1.92 Million
Q1 2024 May 06, 2024	BUY	$36.22 - $40.9 $543 - $613	15 Added 0.03%	46,231 $1.89 Million
Q3 2023 Nov 08, 2023	SELL	$33.83 - $36.19 $5,581 - $5,971	-165 Reduced 0.36%	46,216 $1.57 Million
Q2 2023 Aug 10, 2023	SELL	$32.32 - $34.5 $4,330 - $4,623	-134 Reduced 0.29%	46,381 $1.6 Million
Q2 2022 Aug 01, 2022	BUY	$30.92 - $35.31 $1.44 Million - $1.64 Million	46,515 New	46,515 $1.47 Million

Others Institutions Holding DFUV

# of Institutions

731

Shares Held

274M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Tag Stone Capital, Inc. Dimensional ETF Tr Us Marketwi Transaction History