Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Us Marketwi Transaction History
Moisand Fitzgerald Tamayo, LLC
- $702 Million
- Q3 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 609,201 shares of DFUV stock, worth $24.9 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
609,201
Previous 620,405
1.81%
Holding current value
$24.9 Million
Previous $24.4 Million
4.24%
% of portfolio
3.62%
Previous 3.65%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio