Balboa Wealth Partners Dimensional ETF Tr U S Target Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Balboa Wealth Partners holds 28,095 shares of DFAT stock, worth $1.53 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
28,095
Previous 25,118
11.85%
Holding current value
$1.53 Million
Previous $1.37 Million
6.58%
% of portfolio
0.39%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$777 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$471 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$409 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$264 Million2.47% of portfolio