Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History

Moisand Fitzgerald Tamayo, LLC

$702 Million
Q3 2024

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 59,634 shares of DFSV stock, worth $1.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

59,634

Previous 60,096 0.77%

Holding current value

$1.9 Million

Previous $1.73 Million 6.19%

% of portfolio

0.26%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$28.25 - $31.7 $13,051 - $14,645	-462 Reduced 0.77%	59,634 $1.84 Million
Q2 2024 Jul 31, 2024	SELL	$27.81 - $30.13 $1,362 - $1,476	-49 Reduced 0.08%	60,096 $1.73 Million
Q1 2024 Apr 16, 2024	SELL	$27.45 - $30.1 $9,964 - $10,926	-363 Reduced 0.6%	60,145 $1.81 Million
Q4 2023 Jan 18, 2024	BUY	$23.61 - $29.53 $535,592 - $669,888	22,685 Added 59.98%	60,508 $1.76 Million
Q2 2023 Jul 12, 2023	BUY	$23.17 - $25.7 $84,593 - $93,830	3,651 Added 10.68%	37,823 $972,000
Q1 2023 May 05, 2023	BUY	$23.74 - $28.31 $361,275 - $430,821	15,218 Added 80.29%	34,172 $851,000
Q4 2022 Jan 23, 2023	BUY	$22.47 - $26.46 $182,411 - $214,802	8,118 Added 74.92%	18,954 $0
Q3 2022 Oct 26, 2022	BUY	$21.77 - $26.17 $208,186 - $250,263	9,563 Added 751.22%	10,836 $236,000
Q2 2022 Aug 01, 2022	BUY	$22.18 - $26.16 $28,235 - $33,301	1,273 New	1,273 $29,000

Others Institutions Holding DFSV

# of Institutions

356

Shares Held

99.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.

Account

Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History