Mosaic Family Wealth Partners »

Dimensional Etf Trust shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $19M 777k 24.96
2023-09-30 $19M 808k 23.31
2023-06-30 $18M 744k 24.05
2023-03-31 $16M 696k 23.59
2022-12-31 $5.3M 235k 22.46

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

Forum Financial Management
CI Private Wealth
HighTower Advisors
Parcion Private Wealth
Truepoint
Evensky & Katz
Asset Dedication
Carlson Capital Management
Buckingham Asset Management
BKD Wealth Advisors
Hill Investment Group Partners
Total Wealth Planning
Miramar Fiduciary Corp
Buckingham Strategic Partners
Your Advocates

View all funds holding Dimensional Etf Trust