Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 969,906 shares of DFEM stock, worth $25.4 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
969,906
Previous 923,561
5.02%
Holding current value
$25.4 Million
Previous $24.7 Billion
10.6%
% of portfolio
4.05%
Previous 3.97%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
368Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$408 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio