Mosaic Family Wealth Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 573,724 shares of DFIC stock, worth $15.4 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
573,724
Previous 547,931 4.71%
Holding current value
$15.4 Million
Previous $14.4 Billion 12.08%
% of portfolio
2.4%
Previous 2.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$25.36 - $28.37 $654,110 - $731,747
25,793 Added 4.71%
573,724 $16.1 Billion
Q2 2024

Aug 06, 2024
BUY
$25.73 - $27.44 $476,005 - $507,640
18,500 Added 3.49%
547,931 $14.4 Billion
Q1 2024

Jun 13, 2024
BUY
$24.62 - $26.83 $1.2 Million - $1.31 Million
48,935 Added 10.18%
529,431 $14.2 Billion
Q4 2023

Jan 29, 2024
SELL
$22.18 - $25.58 $201,616 - $232,522
-9,090 Reduced 1.86%
480,496 $12.3 Billion
Q3 2023

Nov 01, 2023
BUY
$23.25 - $25.17 $781,455 - $845,988
33,611 Added 7.37%
489,586 $11.4 Billion
Q2 2023

Aug 08, 2023
BUY
$23.45 - $24.88 $971,416 - $1.03 Million
41,425 Added 9.99%
455,975 $11.1 Billion
Q1 2023

Apr 10, 2023
BUY
$22.5 - $24.64 $6.43 Million - $7.04 Million
285,710 Added 221.76%
414,550 $9.98 Billion
Q4 2022

Feb 14, 2023
BUY
$19.06 - $23.03 $2.46 Million - $2.97 Million
128,840 New
128,840 $2.88 Billion

Others Institutions Holding DFIC

# of Institutions
375
Shares Held
238M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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