Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,013,817 shares of DFEM stock, worth $27.3 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

1,013,817

Previous 969,906 4.53%

Holding current value

$27.3 Million

Previous $27.3 Billion 2.75%

% of portfolio

3.83%

Previous 4.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.16 - $28.82 $1.15 Million - $1.27 Million	43,911 Added 4.53%	1,013,817 $26.6 Billion
Q3 2024 Nov 13, 2024	BUY	$25.21 - $28.46 $1.17 Million - $1.32 Million	46,345 Added 5.02%	969,906 $27.3 Billion
Q2 2024 Aug 06, 2024	BUY	$24.84 - $27.2 $1.14 Million - $1.25 Million	45,901 Added 5.23%	923,561 $24.7 Billion
Q1 2024 Jun 13, 2024	BUY	$23.62 - $25.64 $2.37 Million - $2.58 Million	100,473 Added 12.93%	877,660 $22.4 Billion
Q4 2023 Jan 29, 2024	SELL	$22.36 - $24.96 $689,001 - $769,117	-30,814 Reduced 3.81%	777,187 $19.4 Billion
Q3 2023 Nov 01, 2023	BUY	$23.16 - $25.43 $1.48 Million - $1.63 Million	64,097 Added 8.62%	808,001 $18.8 Billion
Q2 2023 Aug 08, 2023	BUY	$23.0 - $24.82 $1.1 Million - $1.18 Million	47,740 Added 6.86%	743,904 $17.9 Billion
Q1 2023 Apr 10, 2023	BUY	$22.42 - $24.83 $10.3 Million - $11.4 Million	460,999 Added 196.03%	696,164 $16.4 Billion
Q4 2022 Feb 14, 2023	BUY	$20.21 - $23.44 $4.75 Million - $5.51 Million	235,165 New	235,165 $5.28 Billion

Others Institutions Holding DFEM

# of Institutions

414

Shares Held

1.16B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History