Ballentine Partners, LLC Dimensional ETF Tr Transaction History

Ballentine Partners, LLC

  • $7.1 Billion
  • Q3 2025

A detailed history of Ballentine Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ballentine Partners, LLC holds 34,870 shares of DFIV stock, worth $1.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
34,870
Previous 34,870 -0.0%
Holding current value
$1.67 Million
Previous $1.49 Million 7.7%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$34.67 - $43.21 $722,765 - $900,798
20,847 Added 148.66%
34,870 $1.49 Million
Q1 2025

May 01, 2025
SELL
$35.33 - $40.77 $45,575 - $52,593
-1,290 Reduced 8.42%
14,023 $551,000
Q3 2023

Oct 19, 2023
BUY
$32.1 - $34.42 $84,358 - $90,455
2,628 Added 20.72%
15,313 $499,000
Q1 2022

May 05, 2022
SELL
$30.75 - $35.49 $45,387 - $52,383
-1,476 Reduced 10.42%
12,685 $425,000
Q3 2021

Oct 27, 2021
BUY
$32.25 - $33.65 $456,692 - $476,517
14,161 New
14,161 $464,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Ballentine Partners, LLC Portfolio

Follow Ballentine Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballentine Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email