Balboa Wealth Partners Dimensional ETF Tr Us Marketwi Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Balboa Wealth Partners holds 22,573 shares of DFUV stock, worth $879,895. This represents 0.3% of its overall portfolio holdings.

Number of Shares
22,573
Previous 23,481 3.87%
Holding current value
$879,895
Previous $873,000 5.73%
% of portfolio
0.3%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$36.22 - $40.9 $32,887 - $37,137
-908 Reduced 3.87%
22,573 $923,000
Q3 2023

Oct 23, 2023
SELL
$33.83 - $36.19 $20,500 - $21,931
-606 Reduced 2.52%
23,481 $798,000
Q2 2023

Aug 08, 2023
SELL
$32.32 - $34.5 $129 - $138
-4 Reduced 0.02%
24,087 $831,000
Q3 2022

Jan 04, 2023
BUY
$30.15 - $34.78 $726,343 - $837,884
24,091 New
24,091 $713,000

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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