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 97,411 shares of DFIV stock, worth $3.52 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
97,411
Previous 97,477
0.07%
Holding current value
$3.52 Million
Previous $3.5 Million
5.88%
% of portfolio
0.53%
Previous 0.53%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$701 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$685 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$404 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$244 Million0.04% of portfolio