Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr U S Small C Transaction History
Moisand Fitzgerald Tamayo, LLC
- $702 Million
- Q3 2024
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 886,024 shares of DFAS stock, worth $58.3 Million. This represents 8.18% of its overall portfolio holdings.
Number of Shares
886,024
Previous 868,982
1.96%
Holding current value
$58.3 Million
Previous $52.2 Million
10.07%
% of portfolio
8.18%
Previous 7.83%
Shares
14 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$738 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$461 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$439 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$323 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio