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Dimensional Etf Trust shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 5.3k 38.08

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Large Cap Max Bu (MAXJ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Costco Wholesale Corporation (COST)

View all positions for Balboa Wealth Partners

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Envestnet Asset Management
Colony
Savant Capital Management
Northern Trust
Pnc Financial Services
Buckingham Strategic Partners
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
CI Private Wealth
Plan
Modera Wealth Management
HPM Partners

View all funds holding Dimensional Etf Trust