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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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