Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Transaction History
Moisand Fitzgerald Tamayo, LLC
- $697 Million
- Q1 2025
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 608,244 shares of DFAE stock, worth $15.7 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
608,244
Previous 590,919
2.93%
Holding current value
$15.7 Million
Previous $15 Million
5.09%
% of portfolio
2.26%
Previous 2.2%
Shares
16 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$401 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$327 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$275 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio