MOSAIC FAMILY WEALTH PARTNERS, LLC DFAT Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 458,393.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $23.60 Mil. This investment constitutes 3.36% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.23% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 8 purchases of DFAT, at an average price of $47.66, for a total of 478,180.00 shares. In addition, there have been 1 sales at an average price of $46.75 for 19,787.00 shares. Based on historical transaction data and DFAT's current price of $53.91, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his DFAT holdings is $2.84 Mil, reflecting a 12.48% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC DFAT ($53.91) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC DFAT ($53.91) 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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