Balboa Wealth Partners Dimensional ETF Tr U S Core Eq Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 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 $583,892. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,115
Previous 15,115
-0.0%
Holding current value
$583,892
Previous $541,000
7.58%
% of portfolio
0.11%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,174Shares Held
811MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio