Mosaic Family Wealth Partners Increases Holdings in Dimensional and Vanguard ETFs During Q3 2026

As reported by Insiderset on Insiderset, Mosaic Family Wealth Partners, Llc demonstrated substantial buying activity during the second quarter of 2026 (Q3), increasing its holdings in several prominent exchange-traded funds (ETFs).

The investor's portfolio saw notable additions to Dimensional Fund Advisors' offerings. Specifically, DFIC, a fund focused on small-cap value stocks, experienced an impressive 23.2% increase in shares held by Mosaic Family Wealth Partners during Q3.

DFLV, another Dimensional ETF with exposure to large-cap value equities, also saw significant growth, increasing its share count by approximately 48,000 units (a change percentage of 4.84%) from the previous quarter.

Furthermore, VUG, which tracks small-cap stocks and is offered by Vanguard, was a major purchase for Mosaic Family Wealth Partners. The fund's holdings increased substantially during Q3, with shares rising by over 1.8 million units (a change percentage of 546.33%), boosting its portfolio allocation significantly.

Other Dimensional ETFs also received attention: DFEM, focusing on mid-cap value stocks, gained about 56,000 shares (+5.27%). Meanwhile, the Dimensional Small Cap Value Trust (symbol DFSV) added roughly 32,843 shares (+3.29%) to Mosaic's portfolio.

Additionally, Vanguard ETFs were favored by this investor. Holdings in VBNX, a small-cap focused fund, increased substantially during Q3 (shares rose by 75889 units or +78.3%), and the Admiral Shares of Vanguard Small-Cap Index Fund (VOOG) also saw an increase.

Fixed income investments were another area of focus for Mosaic Family Wealth Partners in Q3, with purchases including Capital Group's CGMU and CGCB ETFs, which are fixed income funds. These additions reflect a diversification effort beyond equities during the quarter.