Moisand Fitzgerald Tamayo, LLC DFAS Holdings History
Moisand Fitzgerald Tamayo, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Moisand Fitzgerald Tamayo, LLC held 954,004.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $60.78 Mil. This investment constitutes 7.69% of their stock portfolio, and Moisand Fitzgerald Tamayo, LLC now holds 0.59% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q2. And since then Moisand Fitzgerald Tamayo, LLC has made 15 purchases of DFAS, at an average price of $54.70, for a total of 1.06 Mil shares. In addition, there have been 2 sales at an average price of $58.23 for 105,906.00 shares. Based on historical transaction data and DFAS's current price of $65.76, Moisand Fitzgerald Tamayo, LLC's estimated gain on his DFAS holdings is $10.92 Mil, reflecting a 18.84% gain to date.
Moisand Fitzgerald Tamayo, LLC DFAS ($65.76) Holding Chart
Moisand Fitzgerald Tamayo, LLC DFAS ($65.76) 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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