Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Transaction History

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025

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 9,942 shares of DFIV stock, worth $419,850. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,942
Previous 8,654 14.88%
Holding current value
$419,850
Previous $307 Million 27.45%
% of portfolio
0.06%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$35.33 - $40.77 $45,505 - $52,511
1,288 Added 14.88%
9,942 $391 Million
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
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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