Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,013,817 shares of DFEM stock, worth $27.5 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
1,013,817
Previous 969,906
4.53%
Holding current value
$27.5 Million
Previous $27.3 Billion
2.75%
% of portfolio
3.83%
Previous 4.05%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
418Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio