Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 344,334 shares of DFUV stock, worth $13.5 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

344,334

Previous 348,628 1.23%

Holding current value

$13.5 Million

Previous $14.5 Billion 3.06%

% of portfolio

2.03%

Previous 2.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$40.38 - $44.35 $173,391 - $190,438	-4,294 Reduced 1.23%	344,334 $14.1 Billion
Q3 2024 Nov 13, 2024	BUY	$38.51 - $41.69 $156,812 - $169,761	4,072 Added 1.18%	348,628 $14.5 Billion
Q2 2024 Aug 06, 2024	BUY	$38.53 - $40.76 $481,740 - $509,622	12,503 Added 3.77%	344,556 $13.5 Billion
Q1 2024 Jun 13, 2024	SELL	$36.22 - $40.9 $704,986 - $796,077	-19,464 Reduced 5.54%	332,053 $13.6 Billion
Q4 2023 Jan 29, 2024	SELL	$31.85 - $37.39 $48,762 - $57,244	-1,531 Reduced 0.43%	351,517 $13.1 Billion
Q3 2023 Nov 01, 2023	BUY	$33.83 - $36.19 $5,548 - $5,935	164 Added 0.05%	353,048 $12 Billion
Q2 2023 Aug 08, 2023	BUY	$32.32 - $34.5 $6,108 - $6,520	189 Added 0.05%	352,884 $12.2 Billion
Q1 2023 Apr 10, 2023	SELL	$31.9 - $35.83 $324,550 - $364,534	-10,174 Reduced 2.8%	352,695 $11.8 Billion
Q4 2022 Feb 14, 2023	BUY	$30.23 - $35.36 $11 Million - $12.8 Million	362,869 New	362,869 $12.1 Billion

Others Institutions Holding DFUV

# of Institutions

716

Shares Held

270M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History