Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Us Marketwi Transaction History
Moisand Fitzgerald Tamayo, LLC
- $653 Million
- Q1 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 628,903 shares of DFUV stock, worth $24.6 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
628,903
Previous 644,813
2.47%
Holding current value
$24.6 Million
Previous $24 Million
7.18%
% of portfolio
3.94%
Previous 4.15%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio