Balboa Wealth Partners Dimensional ETF Tr U S Core Eq Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
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 16,388 shares of DFAC stock, worth $539,984. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,388
Previous 16,388
-0.0%
Holding current value
$539,984
Previous $479,000
9.19%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
851Shares Held
690MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$574 Million0.3% of portfolio