Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History
Moisand Fitzgerald Tamayo, LLC
- $667 Million
- Q2 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 1,069,007 shares of DFAR stock, worth $27.2 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
1,069,007
Previous 49,665
2052.44%
Holding current value
$27.2 Million
Previous $1.11 Million
2026.46%
% of portfolio
3.54%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.8 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.7 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.5 Million0.3% of portfolio