Mosaic Family Wealth Partners, LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Mosaic Family Wealth Partners, LLC

2,509,698

Previous 2,349,376 6.82%

$77.3 Billion

Previous $67.9 Billion 13.84%

11.47%

Previous 10.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	N/A	160,322 Added 6.82%	2,509,698 $77.3 Billion
Q2 2024 Aug 06, 2024	BUY	N/A	61,855 Added 2.7%	2,349,376 $67.9 Billion
Q1 2024 Jun 13, 2024	BUY	N/A	203,896 Added 9.79%	2,287,521 $68.6 Billion
Q4 2023 Jan 29, 2024	SELL	N/A	-126,655 Reduced 5.73%	2,083,625 $56.4 Billion
Q3 2023 Nov 01, 2023	BUY	N/A	153,336 Added 7.45%	2,210,280 $54.8 Billion
Q2 2023 Aug 08, 2023	BUY	N/A	108,110 Added 5.55%	2,056,944 $52.2 Billion
Q1 2023 Apr 10, 2023	BUY	N/A	1,948,834 New	1,948,834 $47.9 Billion

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.