Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History
Moisand Fitzgerald Tamayo, LLC
- $702 Million
- Q3 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 43,309 shares of DISV stock, worth $1.15 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
43,309
Previous 43,038
0.63%
Holding current value
$1.15 Million
Previous $1.16 Million
8.64%
% of portfolio
0.18%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio