Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Mosaic Family Wealth Partners, LLC
- $622 Billion
- Q2 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 923,561 shares of DFEM stock, worth $26.3 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
923,561
Previous 877,660
5.23%
Holding current value
$26.3 Million
Previous $22.4 Billion
10.35%
% of portfolio
3.97%
Previous 3.68%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$429 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio