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 969,906 shares of DFEM stock, worth $25.8 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
969,906
Previous 923,561 5.02%
Holding current value
$25.8 Million
Previous $24.7 Billion 10.6%
% of portfolio
4.05%
Previous 3.97%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR EMERGING MK


  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.