A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Balboa Wealth Partners holds 16,372 shares of DFAC stock, worth $596,759. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,372
Previous 16,388 0.1%
Holding current value
$596,759
Previous $528,000 6.25%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$31.05 - $34.29 $496 - $548
-16 Reduced 0.1%
16,372 $561,000
Q3 2023

Oct 23, 2023

BUY
$26.05 - $28.22 $104,173 - $112,851
3,999 Added 32.28%
16,388 $429,000
Q4 2022

Feb 14, 2023

SELL
$22.49 - $25.81 $30,294 - $34,766
-1,347 Reduced 9.81%
12,389 $300,000
Q3 2022

Jan 04, 2023

BUY
$22.24 - $26.54 $305,488 - $364,553
13,736 New
13,736 $305,000

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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