Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,061,221 shares of DFEM stock, worth $34.4 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
1,061,221
Previous 1,073,214
1.12%
Holding current value
$34.4 Million
Previous $28.4 Billion
10.92%
% of portfolio
4.01%
Previous 4.04%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
482Shares Held
165MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio