Tag Stone Capital, Inc. Dimensional ETF Tr Short Durat Transaction History
Tag Stone Capital, Inc.
- $229 Million
- Q3 2025
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 13,871 shares of DFSD stock, worth $668,582. This represents 0.29% of its overall portfolio holdings.
Number of Shares
13,871
Previous 14,582
4.88%
Holding current value
$668,582
Previous $700,000
4.57%
% of portfolio
0.29%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio