Mosaic Family Wealth Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 20,756 shares of DFAU stock, worth $918,868. This represents 0.11% of its overall portfolio holdings.

Number of Shares
20,756
Previous 21,368 2.86%
Holding current value
$918,868
Previous $821 Million 7.04%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Aug 11, 2025
SELL
$34.04 - $42.36 $20,832 - $25,924
-612 Reduced 2.86%
20,756 $879 Million
Q1 2025

May 02, 2025
BUY
$37.84 - $42.29 $85,404 - $95,448
2,257 Added 11.81%
21,368 $821 Million
Q4 2024

Feb 14, 2025
BUY
$39.27 - $42.38 $60,554 - $65,349
1,542 Added 8.78%
19,111 $774 Million
Q3 2024

Nov 13, 2024
BUY
$35.8 - $39.69 $15,071 - $16,709
421 Added 2.46%
17,569 $697 Million
Q2 2024

Aug 06, 2024
BUY
$34.53 - $37.67 $20,787 - $22,677
602 Added 3.64%
17,148 $643 Million
Q1 2024

Jun 13, 2024
BUY
$32.59 - $36.54 $9,516 - $10,669
292 Added 1.8%
16,546 $605 Million
Q4 2023

Jan 29, 2024
BUY
$28.58 - $33.37 $44,842 - $52,357
1,569 Added 10.68%
16,254 $540 Million
Q3 2023

Nov 01, 2023
BUY
$29.79 - $32.13 $28,806 - $31,069
967 Added 7.05%
14,685 $440 Million
Q2 2023

Aug 08, 2023
BUY
$28.25 - $30.99 $12,458 - $13,666
441 Added 3.32%
13,718 $425 Million
Q1 2023

Apr 10, 2023
BUY
$26.87 - $29.65 $356,752 - $393,663
13,277 New
13,277 $382 Million

Others Institutions Holding DFAU

# of Institutions
531
Shares Held
140M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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