Moisand Fitzgerald Tamayo, LLC Dimensional ETF Tr Short Durat Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 553 shares of DFSD stock, worth $26,195. This represents 0.0% of its overall portfolio holdings.
Number of Shares
553
Previous 629
12.08%
Holding current value
$26,195
Previous $30,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio