Balboa Wealth Partners Dimensional ETF Tr Transaction History

Balboa Wealth Partners

$398 Million
Q1 2025

A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 5,308 shares of DFIV stock, worth $212,956. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,308

Holding current value

$212,956

% of portfolio

0.05%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$35.33 - $40.77 $187,531 - $216,407	5,308 New	5,308 $208,000
Q3 2024 Nov 06, 2024	BUY	$34.66 - $38.38 $183,351 - $203,030	5,290 New	5,290 $201,000

Others Institutions Holding DFIV

# of Institutions

658

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20M
Shares

$803 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$714 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$448 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$332 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$282 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

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.

Account