Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 864,830 shares of DFSV stock, worth $24.2 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares
864,830
Previous 825,065 4.82%
Holding current value
$24.2 Million
Previous $25.4 Billion 4.75%
% of portfolio
3.84%
Previous 3.77%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$30.18 - $33.87 $1.2 Million - $1.35 Million
39,765 Added 4.82%
864,830 $26.6 Billion
Q3 2024

Nov 13, 2024
BUY
$28.25 - $31.7 $1.36 Million - $1.52 Million
48,046 Added 6.18%
825,065 $25.4 Billion
Q2 2024

Aug 06, 2024
BUY
$27.81 - $30.13 $614,267 - $665,511
22,088 Added 2.93%
777,019 $22.4 Billion
Q1 2024

Jun 13, 2024
BUY
$27.45 - $30.1 $1.58 Million - $1.73 Million
57,625 Added 8.26%
754,931 $22.7 Billion
Q4 2023

Jan 29, 2024
SELL
$23.61 - $29.53 $782,246 - $978,387
-33,132 Reduced 4.54%
697,306 $20.3 Billion
Q3 2023

Nov 01, 2023
BUY
$24.97 - $27.69 $1.17 Million - $1.3 Million
46,796 Added 6.85%
730,438 $18.5 Billion
Q2 2023

Aug 08, 2023
BUY
$23.17 - $25.7 $751,125 - $833,142
32,418 Added 4.98%
683,642 $17.6 Billion
Q1 2023

Apr 10, 2023
BUY
$23.74 - $28.31 $9.72 Million - $11.6 Million
409,515 Added 169.42%
651,224 $16.2 Billion
Q4 2022

Feb 14, 2023
BUY
$22.47 - $26.46 $5.43 Million - $6.4 Million
241,709 New
241,709 $5.99 Billion

Others Institutions Holding DFSV

# of Institutions
416
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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