Mosaic Family Wealth Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 19,111 shares of DFAU stock, worth $789,093. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,111

Previous 17,569 8.78%

Holding current value

$789,093

Previous $697 Million 10.97%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

479

Shares Held

2.18B

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Transaction History