Tag Stone Capital, Inc. Dimensional ETF Tr Dimensional Transaction History
Tag Stone Capital, Inc.
- $199 Million
- Q4 2024
A detailed history of Tag Stone Capital, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 13,169 shares of DFIC stock, worth $368,995. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,169
Previous 10,937
20.41%
Holding current value
$368,995
Previous $307,000
10.75%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio