Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Transaction History
Moisand Fitzgerald Tamayo, LLC
- $702 Million
- Q3 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 1,106 shares of DFAU stock, worth $44,660. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,106
Previous 1,106
-0.0%
Holding current value
$44,660
Previous $41,000
4.88%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio