Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr U S Target Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 211,620 shares of DFAT stock, worth $11.9 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
211,620
Previous 215,017
1.58%
Holding current value
$11.9 Million
Previous $12 Million
1.53%
% of portfolio
1.73%
Previous 1.7%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
724Shares Held
164MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$702 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$495 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$406 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$290 Million2.33% of portfolio