Tag Stone Capital, Inc. Dimensional ETF Tr Short Durat Transaction History
Tag Stone Capital, Inc.
- $199 Million
- Q4 2024
A detailed history of Tag Stone Capital, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 14,913 shares of DFSD stock, worth $708,814. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,913
Previous 9,972
49.55%
Holding current value
$708,814
Previous $476,000
46.85%
% of portfolio
0.35%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio