Number of Shares
18,154.00
Current Holdings Value*
$760,000.00
% of Portfolio
0.37%
Total Estimate Gain
$15,106.36
% of Total Estimate Gain
0.81%

TAGStone Capital, Inc.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-03-31, TAGStone Capital, Inc. held 18,154.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $760,000.00. This investment constitutes 0.37% of their stock portfolio, and TAGStone Capital, Inc. now holds 0.01% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2023Q4. And since then TAGStone Capital, Inc. has made 4 purchases of DFCF, at an average price of $41.42, for a total of 44,862.00 shares. In addition, there have been 2 sales at an average price of $41.63 for 26,708.00 shares. Based on historical transaction data and DFCF's current price of $41.93, TAGStone Capital, Inc.'s estimated gain on his DFCF holdings is $15,106.36, reflecting a 0.81% gain to date.

TAGStone Capital, Inc. DFCF ($41.93) Holding Chart

TAGStone Capital, Inc. DFCF ($41.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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