Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 411,098 shares of DFAT stock, worth $23.2 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
411,098
Previous 386,980 6.23%
Holding current value
$23.2 Million
Previous $20.1 Billion 13.93%
% of portfolio
3.39%
Previous 3.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$51.0 - $57.07 $1.23 Million - $1.38 Million
24,118 Added 6.23%
411,098 $22.9 Billion
Q2 2024

Aug 06, 2024
BUY
$50.18 - $54.47 $849,798 - $922,449
16,935 Added 4.58%
386,980 $20.1 Billion
Q1 2024

Jun 13, 2024
BUY
$49.45 - $54.43 $1.82 Million - $2 Million
36,814 Added 11.05%
370,045 $20.1 Billion
Q4 2023

Jan 29, 2024
SELL
$42.71 - $53.09 $845,102 - $1.05 Million
-19,787 Reduced 5.61%
333,231 $17.4 Billion
Q3 2023

Nov 01, 2023
BUY
$45.07 - $49.71 $1.11 Million - $1.23 Million
24,643 Added 7.5%
353,018 $16.1 Billion
Q2 2023

Aug 08, 2023
BUY
$41.44 - $46.39 $746,873 - $836,086
18,023 Added 5.81%
328,375 $15.2 Billion
Q1 2023

Apr 10, 2023
BUY
$42.38 - $49.75 $8.84 Million - $10.4 Million
208,661 Added 205.19%
310,352 $13.8 Billion
Q4 2022

Feb 14, 2023
BUY
$40.24 - $46.91 $4.09 Million - $4.77 Million
101,691 New
101,691 $4.47 Billion

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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