Ballentine Capital Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ballentine Capital Advisors, Inc
- $198 Million
- Q3 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 255,781 shares of DFSV stock, worth $8.11 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
255,781
Previous 254,299
0.58%
Holding current value
$8.11 Million
Previous $7.32 Million
7.65%
% of portfolio
3.97%
Previous 3.92%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
358Shares Held
99.3MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$255 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$173 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio