MOSAIC FAMILY WEALTH PARTNERS, LLC DFLV Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 2.82 Mil shares of Dimensional US Large Cap Value ETF(DFLV), totaling $86.16 Mil. This investment constitutes 12.26% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 2.54% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 8 purchases of DFLV, at an average price of $26.28, for a total of 2.95 Mil shares. In addition, there have been 1 sales at an average price of $25.16 for 126,655.00 shares. Based on historical transaction data and DFLV's current price of $31.13, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his DFLV holdings is $13.53 Mil, reflecting a 17.48% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC DFLV ($31.13) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC DFLV ($31.13) 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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