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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
SELL
$30.18 - $33.87 $19,798 - $22,218
-656 Reduced 0.26%
255,125 $7.85 Million
Q3 2024

Nov 19, 2024
BUY
$28.25 - $31.7 $41,866 - $46,979
1,482 Added 0.58%
255,781 $7.88 Million
Q2 2024

Aug 07, 2024
BUY
$27.81 - $30.13 $303,156 - $328,447
10,901 Added 4.48%
254,299 $7.32 Million
Q1 2024

May 03, 2024
BUY
$27.45 - $30.1 $226,297 - $248,144
8,244 Added 3.51%
243,398 $7.33 Million
Q4 2023

Feb 12, 2024
BUY
$23.61 - $29.53 $5.55 Million - $6.94 Million
235,154 New
235,154 $6.85 Million

Others Institutions Holding DFSV

# of Institutions
416
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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