Balboa Wealth Partners Dimensional ETF Tr Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 5,290 shares of DFIV stock, worth $191,815. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,290

Holding current value

$191,815

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$34.66 - $38.38 $183,351 - $203,030	5,290 New	5,290 $201,000

Others Institutions Holding DFIV

# of Institutions

561

Shares Held

194M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$703 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$687 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$405 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$281 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$245 Million
0.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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.

Account