Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 29,280 shares of DFAC stock, worth $1.05 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
29,280
Previous 29,785
1.7%
Holding current value
$1.05 Million
Previous $960 Million
4.56%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio