Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History
Moisand Fitzgerald Tamayo, LLC
- $702 Million
- Q3 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 1,075,706 shares of DFAR stock, worth $26.6 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
1,075,706
Previous 1,069,007
0.63%
Holding current value
$26.6 Million
Previous $23.6 Million
16.74%
% of portfolio
3.93%
Previous 3.54%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
210Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.1 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.6 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.5 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio