Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr U S Target Transaction History
Moisand Fitzgerald Tamayo, LLC
- $813 Million
- Q3 2025
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 199,099 shares of DFAT stock, worth $11.3 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
199,099
Previous 201,404
1.14%
Holding current value
$11.3 Million
Previous $10.9 Million
6.64%
% of portfolio
1.43%
Previous 1.43%
Shares
18 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio