MOSAIC FAMILY WEALTH PARTNERS, LLC DFEM Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 1.07 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $28.40 Mil. This investment constitutes 4.04% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.59% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 8 purchases of DFEM, at an average price of $23.91, for a total of 1.10 Mil shares. In addition, there have been 1 sales at an average price of $23.65 for 30,814.00 shares. Based on historical transaction data and DFEM's current price of $29.58, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his DFEM holdings is $6.08 Mil, reflecting a 23.02% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC DFEM ($29.58) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC DFEM ($29.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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