Balboa Wealth Partners Dimensional ETF Tr U S Target Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 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 25,118 shares of DFAT stock, worth $1.28 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
25,118
Previous 20,513 22.45%
Holding current value
$1.28 Million
Previous $1.07 Million 27.4%
% of portfolio
0.44%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.41 - $46.6 $375,971 - $444,564
9,540 New
9,540 $372,000

Others Institutions Holding DFAT

# of Institutions
631
Shares Held
151M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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