Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mosaic Family Wealth Partners, LLC
- $855 Billion
- Q3 2025
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 10,130 shares of DFNM stock, worth $488,367. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,130Holding current value
$488,367% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio