Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,221 shares of DFAS stock, worth $415,002. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,221
Previous 5,670
9.72%
Holding current value
$415,002
Previous $341 Million
18.46%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
758Shares Held
114MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.2MShares$883 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$502 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$345 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio