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Morningstar shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar 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 Morningstar by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 6.9k 156.02

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Mosaic Family Wealth Partners

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