Mosaic Family Wealth Partners, LLC DIMENSIONAL GLOBAL REAL ESTATE ETF Transaction History

Mosaic Family Wealth Partners, LLC

151,773

Previous 168,164 9.75%

$3.99 Billion

Previous $4.29 Billion 7.2%

0.57%

Previous 0.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	N/A	-16,391 Reduced 9.75%	151,773 $3.99 Billion
Q4 2024 Feb 14, 2025	SELL	N/A	-14,005 Reduced 7.69%	168,164 $4.29 Billion
Q3 2024 Nov 13, 2024	SELL	N/A	-394,827 Reduced 68.43%	182,169 $5.26 Billion
Q2 2024 Aug 06, 2024	BUY	N/A	26,756 Added 4.86%	576,996 $14.4 Billion
Q1 2024 Jun 13, 2024	BUY	N/A	68,562 Added 14.23%	550,240 $14 Billion
Q4 2023 Jan 29, 2024	SELL	N/A	-4,671 Reduced 0.96%	481,678 $12.5 Billion
Q3 2023 Nov 01, 2023	BUY	N/A	28,546 Added 6.24%	486,349 $10.9 Billion
Q2 2023 Aug 08, 2023	BUY	N/A	46,900 Added 11.41%	457,803 $11.2 Billion
Q1 2023 Apr 10, 2023	BUY	N/A	410,903 New	410,903 $10.1 Billion

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