Balboa Wealth Partners Dimensional ETF Tr U S Target Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Balboa Wealth Partners holds 31,586 shares of DFAT stock, worth $1.85 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

31,586

Previous 28,095 12.43%

Holding current value

$1.85 Million

Previous $1.46 Million 20.59%

% of portfolio

0.45%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$51.0 - $57.07 $178,041 - $199,231	3,491 Added 12.43%	31,586 $1.76 Million
Q2 2024 Aug 13, 2024	BUY	$50.18 - $54.47 $149,385 - $162,157	2,977 Added 11.85%	28,095 $1.46 Million
Q1 2024 May 13, 2024	BUY	$49.45 - $54.43 $227,717 - $250,650	4,605 Added 22.45%	25,118 $1.37 Million
Q4 2023 Feb 09, 2024	BUY	$42.71 - $53.09 $408,478 - $507,752	9,564 Added 87.35%	20,513 $1.07 Million
Q3 2023 Oct 23, 2023	BUY	$45.07 - $49.71 $63,503 - $70,041	1,409 Added 14.77%	10,949 $500,000
Q3 2022 Jan 04, 2023	BUY	$38.84 - $46.6 $370,533 - $444,564	9,540 New	9,540 $372,000

Others Institutions Holding DFAT

# of Institutions

666

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Balboa Wealth Partners Dimensional ETF Tr U S Target Transaction History