Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,221 shares of DFAS stock, worth $407,288. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,221
Previous 5,670
9.72%
Holding current value
$407,288
Previous $341 Million
18.46%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$734 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$458 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$436 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$322 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio