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

Balboa Wealth Partners

$398 Million
Q1 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 15,578 shares of DFAC stock, worth $502,702. This represents 0.13% of its overall portfolio holdings.

Number of Shares

15,578

Previous 15,841 1.66%

Holding current value

$502,702

Previous $548,000 6.39%

% of portfolio

0.13%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,084

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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