Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 344,334 shares of DFUV stock, worth $13.9 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
344,334
Previous 348,628 1.23%
Holding current value
$13.9 Million
Previous $14.5 Billion 3.06%
% of portfolio
2.03%
Previous 2.16%

Shares

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

Feb 14, 2025
SELL
$40.38 - $44.35 $173,391 - $190,438
-4,294 Reduced 1.23%
344,334 $14.1 Billion
Q3 2024

Nov 13, 2024
BUY
$38.51 - $41.69 $156,812 - $169,761
4,072 Added 1.18%
348,628 $14.5 Billion
Q2 2024

Aug 06, 2024
BUY
$38.53 - $40.76 $481,740 - $509,622
12,503 Added 3.77%
344,556 $13.5 Billion
Q1 2024

Jun 13, 2024
SELL
$36.22 - $40.9 $704,986 - $796,077
-19,464 Reduced 5.54%
332,053 $13.6 Billion
Q4 2023

Jan 29, 2024
SELL
$31.85 - $37.39 $48,762 - $57,244
-1,531 Reduced 0.43%
351,517 $13.1 Billion
Q3 2023

Nov 01, 2023
BUY
$33.83 - $36.19 $5,548 - $5,935
164 Added 0.05%
353,048 $12 Billion
Q2 2023

Aug 08, 2023
BUY
$32.32 - $34.5 $6,108 - $6,520
189 Added 0.05%
352,884 $12.2 Billion
Q1 2023

Apr 10, 2023
SELL
$31.9 - $35.83 $324,550 - $364,534
-10,174 Reduced 2.8%
352,695 $11.8 Billion
Q4 2022

Feb 14, 2023
BUY
$30.23 - $35.36 $11 Million - $12.8 Million
362,869 New
362,869 $12.1 Billion

Others Institutions Holding DFUV

# of Institutions
704
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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