Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 3,600,812 shares of DFAI stock, worth $112 Million. This represents 15.44% of its overall portfolio holdings.
Number of Shares
3,600,812
Previous 3,535,704
1.84%
Holding current value
$112 Million
Previous $112 Million
6.43%
% of portfolio
15.44%
Previous 16.0%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio