Balboa Wealth Partners Dimensional ETF Tr U S Core Eq Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Balboa Wealth Partners holds 15,115 shares of DFAC stock, worth $587,217. This represents 0.11% of its overall portfolio holdings.

Number of Shares
15,115
Previous 15,578 2.97%
Holding current value
$587,217
Previous $513,000 5.46%
% of portfolio
0.11%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$29.12 - $35.84 $13,482 - $16,593
-463 Reduced 2.97%
15,115 $541,000
Q1 2025

Apr 23, 2025
SELL
$32.42 - $36.13 $8,526 - $9,502
-263 Reduced 1.66%
15,578 $513,000
Q4 2024

Feb 10, 2025
SELL
$33.92 - $36.6 $18,011 - $19,434
-531 Reduced 3.24%
15,841 $548,000
Q3 2024

Nov 06, 2024
SELL
$31.05 - $34.29 $496 - $548
-16 Reduced 0.1%
16,372 $561,000
Q3 2023

Oct 23, 2023
BUY
$26.05 - $28.22 $104,173 - $112,851
3,999 Added 32.28%
16,388 $429,000
Q4 2022

Feb 14, 2023
SELL
$22.49 - $25.81 $30,294 - $34,766
-1,347 Reduced 9.81%
12,389 $300,000
Q3 2022

Jan 04, 2023
BUY
$22.24 - $26.54 $305,488 - $364,553
13,736 New
13,736 $305,000

Others Institutions Holding DFAC

# of Institutions
1,136
Shares Held
835M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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