Dimensional Fund Advisors
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Dimensional Fund Advisors’s Tao Synergies Inc TAOX Stock Holding History

Dimensional Fund Advisors’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-12,619
Closed -$47.1K – 3278
2026
Q2 		$47.1K Hold
12,619
– – ﹤0.01% 3198
2026
Q1 		$71.8K Sell
12,619
-10,180
-45% -$48.5K ﹤0.01% 3142
2025
Q4 		$83.9K Buy
+22,799
New +$157K ﹤0.01% 3174

Other funds holding TAOX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors's TAOX Position: Q3 2026 in Review

Dimensional Fund Advisors sold out of Tao Synergies Inc (TAOX) in Q3 2026, closing a stake of 12,619 shares — an estimated $47.1K sold.

Dimensional Fund Advisors first reported a position in TAOX in Q4 2025 and held it in 3 quarters. The position peaked at $83.9K in Q4 2025. 9 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

  • Dimensional Fund Advisors reported no remaining Tao Synergies Inc position as of Q3 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 12,619 Tao Synergies Inc shares in Q3 2026, an estimated $47.1K.
  • Dimensional Fund Advisors first reported a position in Tao Synergies Inc in Q4 2025 and held it in 3 quarters.
  • Dimensional Fund Advisors's Tao Synergies Inc position peaked at $83.9K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.