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 36,543 shares of DFAI stock, worth $1.09 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
36,543
Previous 36,636 0.25%
Holding current value
$1.09 Million
Previous $1.09 Million 6.91%
% of portfolio
0.59%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 19, 2024

SELL
$28.69 - $32.06 $2,668 - $2,981
-93 Reduced 0.25%
36,543 $1.16 Million
Q2 2024

Aug 07, 2024

SELL
$28.93 - $30.91 $1,851 - $1,978
-64 Reduced 0.17%
36,636 $1.09 Million
Q1 2024

May 03, 2024

SELL
$27.74 - $30.27 $6,296 - $6,871
-227 Reduced 0.61%
36,700 $1.11 Million
Q4 2023

Feb 12, 2024

BUY
$24.88 - $28.69 $918,743 - $1.06 Million
36,927 New
36,927 $1.06 Million

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Ballentine Capital Advisors, Inc Portfolio

Follow Ballentine Capital Advisors, Inc 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 Capital Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Capital Advisors, Inc with notifications on news.