Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 529,431 shares of DFIC stock, worth $13.9 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

529,431

Previous 480,496 10.18%

Holding current value

$13.9 Million

Previous $12.3 Billion 15.45%

% of portfolio

2.33%

Previous 2.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 13, 2024	BUY	$24.62 - $26.83 $1.2 Million - $1.31 Million	48,935 Added 10.18%	529,431 $14.2 Billion
Q4 2023 Jan 29, 2024	SELL	$22.18 - $25.58 $201,616 - $232,522	-9,090 Reduced 1.86%	480,496 $12.3 Billion
Q3 2023 Nov 01, 2023	BUY	$23.25 - $25.17 $781,455 - $845,988	33,611 Added 7.37%	489,586 $11.4 Billion
Q2 2023 Aug 08, 2023	BUY	$23.45 - $24.88 $971,416 - $1.03 Million	41,425 Added 9.99%	455,975 $11.1 Billion
Q1 2023 Apr 10, 2023	BUY	$22.5 - $24.64 $6.43 Million - $7.04 Million	285,710 Added 221.76%	414,550 $9.98 Billion

Q4 2022 Feb 14, 2023	BUY	$20.72 - $23.03 $2.67 Million - $2.97 Million	128,840 New	128,840 $2.88 Billion

Others Institutions Holding DFIC

# of Institutions

326

Shares Held

197M

Call Options Held

100

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History