Mosaic Family Wealth Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 8,654 shares of DFIV stock, worth $346,160. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,654
Previous 8,654
-0.0%
Holding current value
$346,160
Previous $330 Million
6.83%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$818 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio