Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Mosaic Family Wealth Partners, LLC

$622 Billion
Q2 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 29,785 shares of DFAC stock, worth $1.07 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

29,785

Previous 29,812 0.09%

Holding current value

$1.07 Million

Previous $952 Million 0.82%

% of portfolio

0.15%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$30.09 - $32.37 $812 - $873	-27 Reduced 0.09%	29,785 $960 Million
Q1 2024 Jun 13, 2024	BUY	$28.62 - $31.95 $240,264 - $268,220	8,395 Added 39.2%	29,812 $952 Million
Q4 2023 Jan 29, 2024	BUY	$24.91 - $29.38 $74 - $88	3 Added 0.01%	21,417 $626 Million
Q3 2023 Nov 01, 2023	BUY	$26.05 - $28.22 $173,779 - $188,255	6,671 Added 45.25%	21,414 $561 Million
Q2 2023 Aug 08, 2023	BUY	$24.86 - $27.15 $2,063 - $2,253	83 Added 0.57%	14,743 $400 Million
Q1 2023 Apr 10, 2023	BUY	$24.18 - $26.58 $354,478 - $389,662	14,660 New	14,660 $374 Million

Others Institutions Holding DFAC

# of Institutions

903

Shares Held

728M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History