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

Mosaic Family Wealth Partners, LLC

2,901,838

Previous 2,818,433 2.96%

$90 Billion

Previous $86.2 Billion 4.47%

11.47%

Previous 12.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	N/A	83,405 Added 2.96%	2,901,838 $90 Billion
Q1 2025 May 02, 2025	BUY	N/A	185,117 Added 7.03%	2,818,433 $86.2 Billion
Q4 2024 Feb 14, 2025	BUY	N/A	123,618 Added 4.93%	2,633,316 $79.1 Billion
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

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