Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Transaction History
Moisand Fitzgerald Tamayo, LLC
- $760 Million
- Q2 2025
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 94,322 shares of DFIV stock, worth $4.21 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
94,322
Previous 97,120
2.88%
Holding current value
$4.21 Million
Previous $3.82 Million
5.68%
% of portfolio
0.53%
Previous 0.55%
Shares
16 transactions
Others Institutions Holding DFIV
# of Institutions
720Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio