Balboa Wealth Partners Dimensional ETF Tr Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

A detailed history of Balboa Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 5,290 shares of DFIV stock, worth $196,576. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,290

Holding current value

$196,576

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

577

Shares Held

198M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$721 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$704 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$415 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$308 Million
2.39% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$251 Million
0.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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