Mosaic Family Wealth Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 17,569 shares of DFAU stock, worth $735,086. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,569

Previous 17,148 2.46%

Holding current value

$735,086

Previous $643 Million 8.47%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$35.8 - $39.69 $15,071 - $16,709	421 Added 2.46%	17,569 $697 Million
Q2 2024 Aug 06, 2024	BUY	$34.53 - $37.67 $20,787 - $22,677	602 Added 3.64%	17,148 $643 Million
Q1 2024 Jun 13, 2024	BUY	$32.59 - $36.54 $9,516 - $10,669	292 Added 1.8%	16,546 $605 Million
Q4 2023 Jan 29, 2024	BUY	$28.58 - $33.37 $44,842 - $52,357	1,569 Added 10.68%	16,254 $540 Million
Q3 2023 Nov 01, 2023	BUY	$29.79 - $32.13 $28,806 - $31,069	967 Added 7.05%	14,685 $440 Million
Q2 2023 Aug 08, 2023	BUY	$28.25 - $30.99 $12,458 - $13,666	441 Added 3.32%	13,718 $425 Million
Q1 2023 Apr 10, 2023	BUY	$26.87 - $29.65 $356,752 - $393,663	13,277 New	13,277 $382 Million

Others Institutions Holding DFAU

# of Institutions

418

Shares Held

109M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Transaction History