Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 206,246 shares of DFAT stock, worth $10.8 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
206,246
Previous 211,620
2.54%
Holding current value
$10.8 Million
Previous $11.8 Million
9.84%
% of portfolio
1.52%
Previous 1.73%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio