Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOISAND FITZGERALD TAMAYO LLC | 04-16-2024 | 03-31-2024 | 579 | 653,805,398 |
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 | $100,737,962 | 3,333,486 | 0.02 | 0.02 | 121,916 | 3.80 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 2 | $52,368,275 | 840,043 | 0.01 | 0.01 | 21,452 | 2.62 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $49,358,558 | 526,716 | 0.01 | 0.01 | 13,037 | 2.54 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 4 | $48,278,942 | 751,306 | 0.01 | 0.01 | 183,075 | 32.22 | 03-31-2024 |
