Balboa Wealth Partners Dimensional ETF Tr U S Equity Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Balboa Wealth Partners holds 17,571 shares of DFUS stock, worth $1.05 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,571Holding current value
$1.05 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio