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Dimensional Etf Trust shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 333k 52.33
2023-09-30 $16M 353k 45.69
2023-06-30 $15M 328k 46.39
2023-03-31 $14M 310k 44.50
2022-12-31 $4.5M 102k 43.95

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Buckingham Strategic Partners
Mercer Global Advisors
CI Private Wealth
Envestnet Asset Management
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
HighTower Advisors
Asset Dedication
Trust Co of the South

View all funds holding Dimensional Etf Trust