Mosaic Family Wealth Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 8,654 shares of DFIV stock, worth $315,265. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,654
Previous 6,442 34.34%
Holding current value
$315,265
Previous $232 Million 42.34%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$34.66 - $38.38 $76,667 - $84,896
2,212 Added 34.34%
8,654 $330 Million
Q2 2024

Aug 06, 2024
BUY
$35.5 - $38.02 $228,691 - $244,924
6,442 New
6,442 $232 Million

Others Institutions Holding DFIV

# of Institutions
558
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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