DUSB — DIMENSIONAL ETF TRUST

Ownership history in TAGStone Capital, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which TAGStone Capital, Inc. reported a position in DIMENSIONAL ETF TRUST (DUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.28% (2025 Q4)
Avg. % of fund
3.86%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 279,625 +72,958 +35.3% 5.28% $14.2M $50.43
2025 Q3 REDUCED 206,667 -18,717 -8.3% 4.16% $10.5M $49.92
2025 Q2 ADDED 225,384 +173,918 +337.9% 4.72% $11.4M $49.34
2025 Q1 INITIATED 51,466 — — 1.28% $2.6M $48.79
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12% John A. Wolfe & Associates, Inc. 3.87%
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