Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 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 1,066,571 shares of DFAR stock, worth $25.4 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
1,066,571
Previous 1,075,706
0.85%
Holding current value
$25.4 Million
Previous $27.6 Million
10.01%
% of portfolio
3.65%
Previous 3.93%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.4 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.6 Million2.99% of portfolio