Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History
Moisand Fitzgerald Tamayo, LLC
- $697 Million
- Q1 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 150,496 shares of DFIC stock, worth $4.34 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
150,496
Previous 154,431
2.55%
Holding current value
$4.34 Million
Previous $3.99 Million
4.68%
% of portfolio
0.6%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
454Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio