Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Transaction History

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 8,654 shares of DFIV stock, worth $341,140. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,654
Previous 8,654 -0.0%
Holding current value
$341,140
Previous $330 Million 6.83%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$34.66 - $38.38 $76,667 - $84,896
2,212 Added 34.34%
8,654 $330 Million
Q2 2024

Aug 06, 2024
BUY
$35.5 - $38.02 $228,691 - $244,924
6,442 New
6,442 $232 Million

Others Institutions Holding DFIV

# of Institutions
628
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email