Mosaic Family Wealth Partners, LLC DIMENSIONAL WORLD EQUITY ETF Transaction History

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025
Number of Shares
18,437
Previous 15,761 16.98%
Holding current value
$1.13 Billion
Previous $984 Million 14.77%
% of portfolio
0.16%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
2,676 Added 16.98%
18,437 $1.13 Billion
Q4 2024

Feb 14, 2025
SELL
N/A
-1,587 Reduced 9.15%
15,761 $984 Million
Q3 2024

Nov 13, 2024
BUY
N/A
4,737 Added 37.56%
17,348 $1.1 Billion
Q2 2024

Aug 06, 2024
BUY
N/A
1,872 Added 17.43%
12,611 $751 Million
Q1 2024

Jun 13, 2024
BUY
N/A
10,739 New
10,739 $635 Million
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