Balboa Wealth Partners Dimensional ETF Tr U S Target Put Options Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$779 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$685 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$484 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$406 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$286 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.