Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 18,355 shares of DFUS stock, worth $1.19 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,355
Previous 15,404
19.16%
Holding current value
$1.19 Million
Previous $907 Million
25.94%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio