DFAI — DIMENSIONAL ETF TRUST

Ownership history in Moisand Fitzgerald Tamayo, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Moisand Fitzgerald Tamayo, LLC reported a position in DIMENSIONAL ETF TRUST (DFAI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
19.78% (2022 Q1)
Avg. % of fund
14.5%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,627,710 +34,388 +1.0% 15.61% $138.3M $38.11
2025 Q3 ADDED 3,593,322 +27,526 +0.8% 15.39% $130.6M $36.11
2025 Q2 REDUCED 3,565,796 -86,898 -2.4% 15.59% $123.3M $34.21
2025 Q1 ADDED 3,652,694 +51,882 +1.4% 15.78% $114.1M $30.50
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAI price (monthly, adj. close)

Other funds also holding DFAI

As of 2025 Q4 — sorted by position size

SYM FINANCIAL Corp 3Y 7Y 25.87% Chico Wealth RIA 3Y 24.14% Monument Group Wealth Advisors, LLC 16.61% Pioneer Wealth Management Group 15.27% Kure Advisory, LLC 15.19% Keyes, Stange & Wooten Wealth Management, LLC 13.13% Valued Wealth Advisors LLC 12.9% RAM Investment Partners, LLC 12.8% Marquette Asset Management, LLC 3Y 7Y 12.41% Aquire Wealth Advisors, LLC 3Y 11.97%
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