Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Short Durat Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 553 shares of DFSD stock, worth $26,284. This represents 0.0% of its overall portfolio holdings.
Number of Shares
553
Previous 629
12.08%
Holding current value
$26,284
Previous $30,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.7MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio