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 $23.1 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

411,098

Previous 386,980 6.23%

Holding current value

$23.1 Million

Previous $20.1 Billion 13.93%

% of portfolio

3.39%

Previous 3.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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