Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 590,919 shares of DFAE stock, worth $15.3 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
590,919
Previous 587,572
0.57%
Holding current value
$15.3 Million
Previous $16.1 Million
6.95%
% of portfolio
2.2%
Previous 2.29%
Shares
15 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio