Balboa Wealth Partners Dimensional ETF Tr Us Marketwi Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Balboa Wealth Partners holds 21,234 shares of DFUV stock, worth $878,662. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,234
Previous 22,573
5.93%
Holding current value
$878,662
Previous $923,000
9.75%
% of portfolio
0.23%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio