Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History

Moisand Fitzgerald Tamayo, LLC

$653 Million
Q1 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 60,145 shares of DFSV stock, worth $1.72 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

60,145

Previous 60,508 0.6%

Holding current value

$1.72 Million

Previous $1.76 Million 2.78%

% of portfolio

0.28%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$24.29 - $26.46 $197,186 - $214,802	8,118 Added 74.92%	18,954 $0

Q3 2022 Oct 26, 2022	BUY	$22.08 - $26.17 $211,151 - $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

298

Shares Held

72.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History