Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Transaction History

Moisand Fitzgerald Tamayo, LLC

$681 Million
Q4 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 97,337 shares of DFIV stock, worth $3.61 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

97,337

Previous 97,411 0.08%

Holding current value

$3.61 Million

Previous $3.71 Million 6.93%

% of portfolio

0.51%

Previous 0.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$34.86 - $37.97 $2,579 - $2,809	-74 Reduced 0.08%	97,337 $3.45 Million
Q3 2024 Oct 09, 2024	SELL	$34.66 - $38.38 $2,287 - $2,533	-66 Reduced 0.07%	97,411 $3.71 Million
Q2 2024 Jul 31, 2024	BUY	$35.5 - $38.02 $50,374 - $53,950	1,419 Added 1.48%	97,477 $3.5 Million
Q1 2024 Apr 16, 2024	BUY	$33.15 - $36.75 $98,223 - $108,890	2,963 Added 3.18%	96,058 $3.53 Million
Q4 2023 Jan 18, 2024	SELL	$30.86 - $34.46 $31,693 - $35,390	-1,027 Reduced 1.09%	93,095 $3.2 Million
Q3 2023 Oct 20, 2023	SELL	$32.1 - $34.42 $67,955 - $72,867	-2,117 Reduced 2.2%	94,122 $3.07 Million
Q2 2023 Jul 12, 2023	SELL	$31.45 - $33.77 $81,078 - $87,059	-2,578 Reduced 2.61%	96,239 $3.16 Million
Q1 2023 May 05, 2023	SELL	$30.43 - $33.38 $352,440 - $386,607	-11,582 Reduced 10.49%	98,817 $3.18 Million
Q4 2022 Jan 23, 2023	SELL	$25.88 - $31.1 $96,170 - $115,567	-3,716 Reduced 3.26%	110,399 $0
Q3 2022 Oct 26, 2022	BUY	$25.71 - $30.57 $14,808 - $17,608	576 Added 0.51%	114,115 $2.94 Million
Q2 2022 Aug 01, 2022	BUY	$28.66 - $33.84 $2.08 Million - $2.46 Million	72,580 Added 177.2%	113,539 $3.28 Million
Q1 2022 Apr 29, 2022	SELL	$30.75 - $35.49 $2.35 Million - $2.71 Million	-76,499 Reduced 65.13%	40,959 $1.37 Million
Q4 2021 Feb 03, 2022	SELL	$31.61 - $34.21 $258,949 - $280,248	-8,192 Reduced 6.52%	117,458 $3.86 Million
Q3 2021 Nov 01, 2021	BUY	$32.25 - $33.65 $4.05 Million - $4.23 Million	125,650 New	125,650 $4.11 Million

Others Institutions Holding DFIV

# of Institutions

578

Shares Held

199M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Transaction History