Mosaic Family Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
18,355
| – | – | 0.16% | 68 |
|
|
2025
Q1 | $1.11M | Hold |
18,355
| – | – | 0.16% | 70 |
|
|
2024
Q4 | $1.17M | Hold |
18,355
| – | – | 0.17% | 65 |
|
|
2024
Q3 | $1.14M | Buy |
18,355
+2,951
| +19% | +$184K | 0.17% | 69 |
|
|
2024
Q2 | $907K | Buy |
15,404
+10,116
| +191% | +$595K | 0.15% | 82 |
|
|
2024
Q1 | $301K | Buy |
+5,288
| New | +$301K | 0.05% | 162 |
|