Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 348,628 shares of DFUV stock, worth $14.3 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
348,628
Previous 344,556 1.18%
Holding current value
$14.3 Million
Previous $13.5 Billion 7.42%
% of portfolio
2.16%
Previous 2.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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