Tag Stone Capital, Inc. Dimensional ETF Tr Dimensional Transaction History
Tag Stone Capital, Inc.
- $229 Million
- Q3 2025
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 11,227 shares of DFIS stock, worth $352,752. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,227
Previous 10,569
6.23%
Holding current value
$352,752
Previous $315,000
12.7%
% of portfolio
0.15%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
286Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio