Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,221 shares of DFAS stock, worth $427,382. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,221
Previous 12,570 50.51%
Holding current value
$427,382
Previous $751 Million 47.23%
% of portfolio
0.05%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$52.31 - $63.72 $332,116 - $404,558
-6,349 Reduced 50.51%
6,221 $396 Million
Q1 2025

May 02, 2025
BUY
$58.81 - $68.2 $373,384 - $433,001
6,349 Added 102.06%
12,570 $751 Million
Q3 2024

Nov 13, 2024
BUY
$59.25 - $65.33 $32,646 - $35,996
551 Added 9.72%
6,221 $404 Million
Q2 2024

Aug 06, 2024
SELL
$57.42 - $62.37 $1,378 - $1,496
-24 Reduced 0.42%
5,670 $341 Million
Q1 2024

Jun 13, 2024
BUY
$56.66 - $62.34 $322,622 - $354,963
5,694 New
5,694 $355 Million

Others Institutions Holding DFAS

# of Institutions
848
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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