Balboa Wealth Partners Dimensional ETF Tr U S Equity Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Balboa Wealth Partners holds 21,616 shares of DFUS stock, worth $1.39 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
21,616
Previous 20,161 7.22%
Holding current value
$1.39 Million
Previous $1.19 Million 13.32%
% of portfolio
0.35%
Previous 0.32%

Shares

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

Nov 06, 2024
BUY
$56.04 - $62.2 $81,538 - $90,501
1,455 Added 7.22%
21,616 $1.34 Million
Q2 2024

Aug 13, 2024
BUY
$53.83 - $59.14 $139,419 - $153,172
2,590 Added 14.74%
20,161 $1.19 Million
Q1 2024

May 13, 2024
BUY
$50.79 - $56.98 $892,431 - $1 Million
17,571 New
17,571 $1 Million

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email