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Dimensional Etf Trust shares owned by TAGStone Capital

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) shares owned by TAGStone Capital from 13F filings

Historical chart of TAGStone Capital investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by TAGStone Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by TAGStone Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $447k 14k 32.90
2025-06-30 $419k 13k 31.33
2025-03-31 $390k 13k 30.54
2024-12-31 $384k 13k 30.04
2024-09-30 $450k 15k 30.82
2024-06-30 $424k 15k 28.93

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for TAGStone Capital

Top funds holding Dimensional Etf Trust

Savant Capital Management
EP Wealth Advisors
CI Private Wealth
Coldstream Capital Management
Foster Group
Truepoint
Mosaic Family Wealth Partners
Pathstone Holdings
HighTower Advisors
Cetera Investment Advisers
Summit Financial Strategies
Root Financial Partners
Beacon Pointe Advisors
DiNuzzo Private Wealth
H D Vest Advisory Services

View all funds holding Dimensional Etf Trust