Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Us Marketwi Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 598,442 shares of DFUV stock, worth $25.3 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
598,442
Previous 609,201
1.77%
Holding current value
$25.3 Million
Previous $25.4 Million
3.58%
% of portfolio
3.6%
Previous 3.62%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio