BWP
DFUS

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

Balboa Wealth Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,616
Closed -$1.34M – 355
2024
Q3 		$1.34M Buy
21,616
+1,455
+7% +$87.1K 0.33% 57
2024
Q2 		$1.19M Buy
20,161
+2,590
+15% +$147K 0.31% 59
2024
Q1 		$1M Buy
+17,571
New +$951K 0.29% 62

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Balboa Wealth Partners's DFUS Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Dimensional US Equity ETF (DFUS) in Q4 2024, closing a stake of 21,616 shares — an estimated $1.34M sold.

Balboa Wealth Partners first reported a position in DFUS in Q1 2024 and held it in 3 quarters. The position peaked at $1.34M in Q3 2024. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Dimensional US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 21,616 Dimensional US Equity ETF shares in Q4 2024, an estimated $1.34M.
  • Balboa Wealth Partners first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 3 quarters.
  • Balboa Wealth Partners's Dimensional US Equity ETF position peaked at $1.34M in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.