Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr U S Small C Transaction History
Moisand Fitzgerald Tamayo, LLC
- $697 Million
- Q1 2025
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 888,703 shares of DFAS stock, worth $51.3 Million. This represents 7.62% of its overall portfolio holdings.
Number of Shares
888,703
Previous 866,350
2.58%
Holding current value
$51.3 Million
Previous $56.4 Million
5.82%
% of portfolio
7.62%
Previous 8.28%
Shares
16 transactions
Others Institutions Holding DFAS
# of Institutions
795Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$764 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$434 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$378 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$298 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$157 Million1.82% of portfolio