Ballentine Capital Advisors, Inc Dimensional ETF Tr Emerging Mk Transaction History
Ballentine Capital Advisors, Inc
- $192 Million
- Q4 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 514,133 shares of DFEM stock, worth $13.8 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
514,133
Previous 510,306
0.75%
Holding current value
$13.8 Million
Previous $14.4 Million
6.27%
% of portfolio
7.01%
Previous 7.24%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
416Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.3 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$438 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$159 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$138 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$127 Million3.4% of portfolio