Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Mosaic Family Wealth Partners, LLC
- $607 Billion
- Q1 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 877,660 shares of DFEM stock, worth $23.5 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
877,660
Previous 777,187
12.93%
Holding current value
$23.5 Million
Previous $19.4 Billion
15.33%
% of portfolio
3.68%
Previous 3.35%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
306Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$135 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$109 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$104 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$93 Million7.95% of portfolio