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 $1.2 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,355
Previous 15,404
19.16%
Holding current value
$1.2 Million
Previous $907 Million
25.94%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
698Shares Held
144MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.73 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$314 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio