Moisand Fitzgerald Tamayo, LLC DFUV Holdings History
Moisand Fitzgerald Tamayo, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Moisand Fitzgerald Tamayo, LLC held 572,044.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $24.19 Mil. This investment constitutes 3.06% of their stock portfolio, and Moisand Fitzgerald Tamayo, LLC now holds 0.21% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Moisand Fitzgerald Tamayo, LLC has made 1 purchases of DFUV, at an average price of $33.27, for a total of 819,063.00 shares. In addition, there have been 12 sales at an average price of $35.71 for 247,019.00 shares. Based on historical transaction data and DFUV's current price of $43.49, Moisand Fitzgerald Tamayo, LLC's estimated gain on his DFUV holdings is $6.45 Mil, reflecting a 23.67% gain to date.
Moisand Fitzgerald Tamayo, LLC DFUV ($43.49) Holding Chart
Moisand Fitzgerald Tamayo, LLC DFUV ($43.49) 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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