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

Mosaic Family Wealth Partners, LLC

  • $607 Billion
  • Q1 2024
Number of Shares
2,287,521
Previous 2,083,625 9.79%
Holding current value
$68.6 Billion
Previous $56.4 Billion 21.72%
% of portfolio
11.3%
Previous 9.72%

Shares

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