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DJ HUNT

Moisand Fitzgerald Tamayo, Llc

Assets Managed
$1.024B
Holdings
535
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.04%(2Q avg: 7.57%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Moisand Fitzgerald Tamayo, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 535 positions.

Assets under management

The assets under management (AUM) of Moisand Fitzgerald Tamayo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.024B in assets, with a quarterly growth rate of 10.04% and a 2-quarter average growth rate of 7.57%. The portfolio is managed by DJ HUNT, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Increased 2.62%
14.88%
$152.349M
3.693M shares@ $41.26 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -0.13%
12.09%
$123.742M
1.357M shares@ $91.22 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 4.55%
9.82%
$100.473M
4.074M shares@ $24.67 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 4.12%
9.63%
$98.548M
4.082M shares@ $24.15 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 0.95%
7.88%
$80.662M
979,623 shares@ $82.35 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.19%
7.7%
$78.798M
631,595 shares@ $124.77 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 1.53%
3.87%
$39.572M
384,008 shares@ $103.06 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 0.76%
3.72%
$38.075M
1.455M shares@ $26.17 avg price
AVMV
Avantis Us Mid Cap Val Etf
Recent Activity
Increased 1.97%
3.57%
$36.521M
453,485 shares@ $80.54 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.74%
2.88%
$29.436M
535,101 shares@ $55.01 avg price

1-10 of 535