Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 547,931 shares of DFIC stock, worth $15.5 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

547,931

Previous 529,431 3.49%

Holding current value

$15.5 Million

Previous $14.2 Billion 1.71%

% of portfolio

2.32%

Previous 2.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$25.73 - $27.44 $476,005 - $507,640	18,500 Added 3.49%	547,931 $14.4 Billion
Q1 2024 Jun 13, 2024	BUY	$24.62 - $26.83 $1.2 Million - $1.31 Million	48,935 Added 10.18%	529,431 $14.2 Billion
Q4 2023 Jan 29, 2024	SELL	$22.18 - $25.58 $201,616 - $232,522	-9,090 Reduced 1.86%	480,496 $12.3 Billion
Q3 2023 Nov 01, 2023	BUY	$23.25 - $25.17 $781,455 - $845,988	33,611 Added 7.37%	489,586 $11.4 Billion
Q2 2023 Aug 08, 2023	BUY	$23.45 - $24.88 $971,416 - $1.03 Million	41,425 Added 9.99%	455,975 $11.1 Billion
Q1 2023 Apr 10, 2023	BUY	$22.5 - $24.64 $6.43 Million - $7.04 Million	285,710 Added 221.76%	414,550 $9.98 Billion
Q4 2022 Feb 14, 2023	BUY	$19.06 - $23.03 $2.46 Million - $2.97 Million	128,840 New	128,840 $2.88 Billion

Others Institutions Holding DFIC

# of Institutions

343

Shares Held

221M

Call Options Held

900

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History