Moisand Fitzgerald Tamayo, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

The investment world is constantly evolving, and it's important for fund managers and investors to stay updated on the latest changes in holdings. Moisand Fitzgerald Tamayo, LLC recently released their Q2 2023 vs. Q3 2023 13F Holdings Comparison, providing valuable insights into the shifts in their investment portfolio. In this blog post, we will explore the notable changes in holdings and analyze their potential implications.

DIMENSIONAL ETF TRUST (DFAI):

One of the significant changes in Moisand Fitzgerald Tamayo, LLC's holdings is the increase in shares of DIMENSIONAL ETF TRUST (DFAI) from 3,022,075 in Q2 2023 to 3,081,145 in Q3 2023. However, the value of these shares saw a slight decrease from $82,563,000 to $80,448,000. Despite the decrease in value, this increase in shares suggests that Moisand Fitzgerald Tamayo, LLC has confidence in the growth potential of DFAI.

DIMENSIONAL ETF TRUST (DFAS):

Moisand Fitzgerald Tamayo, LLC also made a slight adjustment to their holdings in DIMENSIONAL ETF TRUST (DFAS). While the number of shares increased from 792,218 to 795,559, the value decreased from $43,413,000 to $41,758,000. This minor adjustment indicates that Moisand Fitzgerald Tamayo, LLC is actively managing their investments and making informed decisions based on market conditions.

AMERICAN CENTY ETF TR (AVUV):

Another noteworthy change in holdings is related to AMERICAN CENTY ETF TR (AVUV). Although there was a minimal decrease in the number of shares from 507,757 to 505,397, the value remained relatively stable at $39,407,000 in Q2 2023 and $39,395,000 in Q3 2023. This indicates that Moisand Fitzgerald Tamayo, LLC has maintained their position in this particular ETF and anticipates potential growth in the future.

SCHWAB STRATEGIC TR (SCHR):

Moisand Fitzgerald Tamayo, LLC also adjusted their holdings in SCHWAB STRATEGIC TR (SCHR) during Q2 2023 and Q3 2023. The number of shares increased from 524,876 to 530,955, while the value experienced a slight decline from $25,865,000 to $25,453,000. This adjustment suggests that Moisand Fitzgerald Tamayo, LLC is actively managing their portfolio and taking advantage of market opportunities.

Conclusion:

The Q2 2023 vs. Q3 2023 13F Holdings Comparison by Moisand Fitzgerald Tamayo, LLC reveals the dynamic nature of their investment strategy. While some holdings saw increases in shares, others experienced minor adjustments. These changes indicate a proactive approach to portfolio management, as Moisand Fitzgerald Tamayo, LLC navigates the ever-changing investment landscape. As investors, it's crucial to stay informed about these holdings and monitor their performance closely. By doing so, we can make more informed investment decisions and potentially increase our own investment portfolio's returns.