MFWP
DFUS

Mosaic Family Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Mosaic Family Wealth Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Buy
18,549
+194
+1% +$14.4K 0.13% 96
2025
Q4 		$1.36M Hold
18,355
– – 0.15% 78
2025
Q3 		$1.33M Hold
18,355
– – 0.16% 69
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% +$177K 0.17% 69
2024
Q2 		$907K Buy
15,404
+10,116
+191% +$575K 0.15% 82
2024
Q1 		$301K Buy
+5,288
New +$286K 0.05% 162

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MPW
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RFP
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VT
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IFA
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PL
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SWA
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