Ballentine Capital Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ballentine Capital Advisors, Inc
- $192 Million
- Q4 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 255,125 shares of DFSV stock, worth $7.2 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
255,125
Previous 255,781
0.26%
Holding current value
$7.2 Million
Previous $7.88 Million
0.33%
% of portfolio
4.09%
Previous 3.97%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$227 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$118 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio