Number of Shares
1.20 Mil
Current Holdings Value*
$28.18 Mil
% of Portfolio
3.56%
Total Estimate Gain
$2.78 Mil
% of Total Estimate Gain
10.54%

Moisand Fitzgerald Tamayo, LLC's Dimensional US Real Estate ETF Holding Summary

As of 2025-06-30, Moisand Fitzgerald Tamayo, LLC held 1.20 Mil shares of Dimensional US Real Estate ETF(DFAR), totaling $28.18 Mil. This investment constitutes 3.56% of their stock portfolio, and Moisand Fitzgerald Tamayo, LLC now holds 2.07% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.

The initial trade took place in 2022Q4. And since then Moisand Fitzgerald Tamayo, LLC has made 8 purchases of DFAR, at an average price of $21.69, for a total of 1.22 Mil shares. In addition, there have been 3 sales at an average price of $23.30 for 16,618.00 shares. Based on historical transaction data and DFAR's current price of $23.99, Moisand Fitzgerald Tamayo, LLC's estimated gain on his DFAR holdings is $2.78 Mil, reflecting a 10.54% gain to date.

Moisand Fitzgerald Tamayo, LLC DFAR ($23.99) Holding Chart

Moisand Fitzgerald Tamayo, LLC DFAR ($23.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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