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Dimensional Etf Trust shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 $1.3M 22k 62.20
2024-06-30 $1.2M 20k 58.85
2024-03-31 $1.0M 18k 56.98

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
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

Colony
Buckingham Asset Management
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Mercer Global Advisors
Sax Wealth Advisors
TCI Wealth Advisors
LPL Financial
Great Waters Wealth Management
Zhang Financial
Root Financial Partners
Intelligence Driven Advisers
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust