Balance Wealth, LLC's ownership history for DFAI

Balance Wealth, LLC currently holds 8.4K shares with a market value of $306.2K. It started holding DFAI on 2025-03-31. At its peak, it held 13.5K shares on 2025-03-31. Its highest holding value was $423.1K on 2025-03-31. At its lowest, it held 8.4K shares on 2025-09-30, with a value of $295.7K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 5.1K.