Ballentine Capital Advisors, Inc Dimensional ETF Tr U S Small C Transaction History
Ballentine Capital Advisors, Inc
- $192 Million
- Q4 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 112,646 shares of DFAS stock, worth $7.12 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
112,646
Previous 112,897
0.22%
Holding current value
$7.12 Million
Previous $7.32 Million
0.12%
% of portfolio
3.81%
Previous 3.69%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$837 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$476 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$414 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$327 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$172 Million1.82% of portfolio