MOSAIC FAMILY WEALTH PARTNERS, LLC DFIC Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 616,779.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $17.13 Mil. This investment constitutes 2.44% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.2% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 8 purchases of DFIC, at an average price of $23.92, for a total of 625,869.00 shares. In addition, there have been 1 sales at an average price of $23.78 for 9,090.00 shares. Based on historical transaction data and DFIC's current price of $30.98, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his DFIC holdings is $4.36 Mil, reflecting a 29.10% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC DFIC ($30.98) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC DFIC ($30.98) 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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