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
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.74 - $25.81 $31,977 - $34,766
-1,347 Reduced 9.81%
12,389 $300,000
Q3 2022

Jan 04, 2023

BUY
$22.74 - $26.54 $312,356 - $364,553
13,736 New
13,736 $305,000

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.