Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History
Moisand Fitzgerald Tamayo, LLC
- $813 Million
- Q3 2025
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 1,271,890 shares of DFAR stock, worth $29.6 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
1,271,890
Previous 1,201,241
5.88%
Holding current value
$29.6 Million
Previous $28.2 Million
7.64%
% of portfolio
3.73%
Previous 3.71%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
45.9MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.9 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.2 Million10.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.8 Million0.07% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.6 Million3.53% of portfolio