Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr U S Equity Transaction History
Moisand Fitzgerald Tamayo, LLC
- $667 Million
- Q2 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 48,370 shares of DFUS stock, worth $2.99 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
48,370
Previous 49,407
2.1%
Holding current value
$2.99 Million
Previous $2.82 Million
1.1%
% of portfolio
0.43%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio