MFWP
DFEM icon

Mosaic Family Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Mosaic Family Wealth Partners’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.7M Buy
1,062,087
+8,646
+0.8% +$307K 3.76% 5
2025
Q4 		$34.8M Sell
1,053,441
-15,290
-1% -$500K 3.82% 5
2025
Q3 		$34.2M Buy
1,068,731
+7,510
+0.7% +$232K 4.01% 5
2025
Q2 		$31.5M Sell
1,061,221
-11,993
-1% -$330K 4.02% 6
2025
Q1 		$28.4M Buy
1,073,214
+59,397
+6% +$1.58M 4.04% 6
2024
Q4 		$26.6M Buy
1,013,817
+43,911
+5% +$1.19M 3.83% 7
2024
Q3 		$27.3M Buy
969,906
+46,345
+5% +$1.24M 4.05% 6
2024
Q2 		$24.7M Buy
923,561
+45,901
+5% +$1.2M 3.97% 6
2024
Q1 		$22.4M Buy
877,660
+100,473
+13% +$2.49M 3.68% 7
2023
Q4 		$19.4M Sell
777,187
-30,814
-4% -$729K 3.35% 8
2023
Q3 		$18.8M Buy
808,001
+64,097
+9% +$1.55M 3.77% 6
2023
Q2 		$17.9M Buy
743,904
+47,740
+7% +$1.13M 3.52% 6
2023
Q1 		$16.4M Buy
696,164
+460,999
+196% +$10.9M 3.43% 6
2022
Q4 		$5.28M Buy
+235,165
New +$5.13M 1.5% 10

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TI
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SC
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HSA
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FMWA
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