§ 13F · FUND PROFILE
Moisand Fitzgerald Tamayo, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $790.7T (13F)Positions · 582Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$133.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 3.63M | $138.3T | 15.6% | +1% |
| 2 | SCHR | SCHWAB STRATEGIC TR | 3.66M | $91.7T | 10.4% | +6% |
| 3 | SCHO | SCHWAB STRATEGIC TR | 3.67M | $89.5T | 10.1% | +7% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 1.14M | $86.3T | 9.7% | +4% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 967K | $67.3T | 7.6% | +1% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 646K | $65.8T | 7.4% | +1% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 399K | $37.5T | 4.2% | −1% |
| 8 | AVMV | AMERICAN CENTY ETF TR | 444K | $31.6T | 3.6% | +2% |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 1.36M | $31.1T | 3.5% | +7% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 557K | $25.9T | 2.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOISAND SIGNAL
AC read
Moisand Fitzgerald Tamayo, LLC is a Other fund managing $790719.6 trillion in assets. The fund runs a broad portfolio of 582 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed