Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MOISAND FITZGERALD TAMAYO LLC 01-18-2024 12-31-2023 653 578,212,171
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DIMENSIONAL ETF TRUST INTL CORE EQT MK 1 $91,979,367 3,211,570 0.02 0.02 130,425 4.23 12-31-2023
DIMENSIONAL ETF TRUST US SMALL CAP ETF 2 $48,804,415 818,591 0.01 0.01 23,032 2.90 12-31-2023
AMERICAN CENTY ETF TR US SML CP VALU 3 $46,128,398 513,679 0.01 0.01 8,282 1.64 12-31-2023
AMERICAN CENTY ETF TR US LARGE CAP VLU 4 $32,821,016 568,231 0.01 0.00 382,785 206.41 12-31-2023
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