Moisand Fitzgerald Tamayo, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Dimming Limelight: Changes in Holdings Signal a Shift in Investment Strategy

In the fast-paced world of finance, investment firms are constantly seeking new opportunities to generate profits and stay ahead of the competition. One way they do this is by carefully analyzing their holdings and making adjustments based on market trends and emerging opportunities. Moisand Fitzgerald Tamayo, LLC, a prominent investment firm, recently released its Q3 2023 and Q4 2023 13F holdings comparison, revealing interesting insights into its shifting investment strategy.

One of the biggest changes in holdings was seen in DIMENSIONAL ETF TRUST (DFAI), with a notable increase in shares from 3,081,145 in Q3 2023 to 3,211,570 in Q4 2023. This upward trend reflects the firm's confidence in the performance and potential of this particular investment. The value also saw an uptick, rising from $80,448,000 in Q3 to $91,979,000 in Q4, representing a significant 14.3% increase.

Similarly, DIMENSIONAL ETF TRUST (DFAS) experienced an increase in shares from 795,559 to 818,591, indicating the firm's continued faith in its potential. The value of DFAS also grew from $41,758,000 to $48,804,000, showing a promising 16.9% increase.

Another interesting development can be observed in AMERICAN CENTY ETF TR (AVUV), with shares rising from 505,397 to 513,679. This reflects the firm's growing interest in this particular investment opportunity. The value of AVUV also saw a significant increase from $39,395,000 to $46,128,000, indicating a positive 17.1% change.

In contrast, a relatively significant shift occurred in AMERICAN CENTY ETF TR (undisclosed symbol), with shares jumping from 185,446 to 568,231. This substantial increase suggests a strategic move by Moisand Fitzgerald Tamayo, LLC to capitalize on potential growth. The value also surged from $9,769,000 to $32,821,000, marking an impressive 236% change.

Another noteworthy change in holdings was seen in SCHWAB STRATEGIC TR (SCHR), with shares climbing from 530,955 to 638,799. This upward trend indicates the firm's growing confidence in the investment's potential. The value also experienced a substantial increase from $25,453,000 to $31,761,000, showing a promising 24.8% change.

SCHWAB STRATEGIC TR (SCHM) recorded an increase in shares from 307,653 to 358,869, suggesting the investment firm's positive outlook on this particular opportunity. The value also witnessed a surge from $20,821,000 to $27,030,000, reflecting a 29.8% change.

On the other hand, DIMENSIONAL ETF TRUST (DFUV) experienced a slight decrease in shares from 674,272 to 644,813. This adjustment could indicate a strategic shift in the firm's positioning. The value also saw a slight decline from $22,938,000 to $23,999,000, representing a 4.6% change.

While some investments experienced significant growth, others demonstrated relatively modest changes. For example, DIMENSIONAL ETF TRUST (DFEV) witnessed an increase in shares from 15,970 to 17,084, accompanied by a rise in value from $378,000 to $430,000, indicating a positive 13.9% change.

Moisand Fitzgerald Tamayo, LLC also demonstrated confidence in AMERICAN CENTY ETF TR (AVDE), with shares increasing from 54,461 to 57,278. The value also saw a promising rise from $3,030,000 to $3,461,000, reflecting a 14.2% change.

It's important to note that these changes represent only a fraction of Moisand Fitzgerald Tamayo, LLC's complete portfolio. However, they offer valuable insights into the firm's investment strategy and its response to market trends and emerging opportunities. As always, investors should conduct thorough research and consider their own specific investment goals and risk tolerance before making any investment decisions.

In conclusion, Moisand Fitzgerald Tamayo, LLC's Q3 2023 vs. Q4 2023 13F holdings comparison reveals a series of interesting changes in holdings. These adjustments reflect the firm's evolving investment strategy as it seeks to capitalize on emerging opportunities and generate favorable returns for its clients. While some investments experienced significant growth, others demonstrated more modest changes. As the investment landscape continues to evolve, it will be interesting to see how Moisand Fitzgerald Tamayo, LLC adapts its holdings to stay ahead in the competitive market.