MOSAIC FAMILY WEALTH PARTNERS, LLC DFSV Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 926,223.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $26.07 Mil. This investment constitutes 3.71% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.58% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 8 purchases of DFSV, at an average price of $26.66, for a total of 959,355.00 shares. In addition, there have been 1 sales at an average price of $25.95 for 33,132.00 shares. Based on historical transaction data and DFSV's current price of $29.62, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his DFSV holdings is $2.71 Mil, reflecting a 10.60% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC DFSV ($29.62) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC DFSV ($29.62) 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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