Ballentine Capital Advisors, Inc Dimensional ETF Tr Transaction History
Ballentine Capital Advisors, Inc
- $226 Million
- Q3 2025
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 32,379 shares of DFAI stock, worth $1.2 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
32,379
Previous 35,126
7.82%
Holding current value
$1.2 Million
Previous $1.21 Million
3.13%
% of portfolio
0.52%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio