Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,221 shares of DFAS stock, worth $374,068. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,221
Previous 6,221
-0.0%
Holding current value
$374,068
Previous $404 Million
0.34%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio