Mosaic Family Wealth Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $100M | Buy |
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|
2025
Q2 | $90M | Buy |
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|
2025
Q1 | $86.2M | Buy |
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|
2024
Q4 | $79.1M | Buy |
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|
2024
Q3 | $77.3M | Buy |
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|
2024
Q2 | $67.9M | Buy |
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|
2024
Q1 | $68.6M | Buy |
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|
2023
Q4 | $56.4M | Sell |
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|
2023
Q3 | $54.8M | Buy |
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|
2023
Q2 | $52.2M | Buy |
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|
2023
Q1 | $47.9M | Buy |
|