Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Dimensional Transaction History
Moisand Fitzgerald Tamayo, LLC
- $760 Million
- Q2 2025
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 1,201,241 shares of DFAR stock, worth $27.8 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
1,201,241
Previous 1,127,983
6.49%
Holding current value
$27.8 Million
Previous $26.8 Million
5.11%
% of portfolio
3.71%
Previous 3.85%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
277Shares Held
43.7MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.7 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.4 Million3.53% of portfolio