Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr U S Small C Transaction History
Moisand Fitzgerald Tamayo, LLC
- $760 Million
- Q2 2025
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 954,004 shares of DFAS stock, worth $62.6 Million. This represents 8.0% of its overall portfolio holdings.
Number of Shares
954,004
Previous 888,703
7.35%
Holding current value
$62.6 Million
Previous $53.1 Million
14.46%
% of portfolio
8.0%
Previous 7.62%
Shares
17 transactions
Others Institutions Holding DFAS
# of Institutions
828Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.1 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$523 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$382 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$353 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$183 Million3.23% of portfolio