Ballentine Capital Advisors, Inc Dimensional ETF Tr Dimensional Transaction History

Ballentine Capital Advisors, Inc

  • $226 Million
  • Q3 2025

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 488,815 shares of DFIS stock, worth $15.5 Million. This represents 6.86% of its overall portfolio holdings.

Number of Shares
488,815
Previous 487,344 0.3%
Holding current value
$15.5 Million
Previous $14.5 Million 6.32%
% of portfolio
6.86%
Previous 6.91%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$29.65 - $31.77 $43,615 - $46,733
1,471 Added 0.3%
488,815 $15.5 Million
Q2 2025

Sep 03, 2025
SELL
$23.2 - $29.84 $145,464 - $187,096
-6,270 Reduced 1.27%
487,344 $14.5 Million
Q1 2025

Apr 28, 2025
BUY
$23.92 - $26.89 $267,927 - $301,194
11,201 Added 2.32%
493,614 $12.8 Million
Q4 2024

Feb 26, 2025
BUY
$24.25 - $26.7 $125,906 - $138,626
5,192 Added 1.09%
482,413 $11.8 Million
Q3 2024

Nov 19, 2024
BUY
$24.06 - $26.97 $102,134 - $114,487
4,245 Added 0.9%
477,221 $12.8 Million
Q2 2024

Aug 07, 2024
BUY
$24.08 - $25.86 $486,271 - $522,216
20,194 Added 4.46%
472,976 $11.6 Million
Q1 2024

May 03, 2024
BUY
$23.13 - $25.1 $347,736 - $377,353
15,034 Added 3.43%
452,782 $11.3 Million
Q4 2023

Feb 12, 2024
BUY
$20.55 - $24.23 $9 Million - $10.6 Million
437,748 New
437,748 $10.6 Million

Others Institutions Holding DFIS

# of Institutions
274
Shares Held
86.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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