Balboa Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,616
Closed -$1.34M 354
2024
Q3
$1.34M Buy
21,616
+1,455
+7% +$90.5K 0.33% 57
2024
Q2
$1.19M Buy
20,161
+2,590
+15% +$152K 0.31% 59
2024
Q1
$1M Buy
+17,571
New +$1M 0.29% 61