Ballentine Capital Advisors, Inc Dimensional ETF Tr Dimensional Transaction History

Ballentine Capital Advisors, Inc

  • $192 Million
  • Q4 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 482,413 shares of DFIS stock, worth $13 Million. This represents 6.17% of its overall portfolio holdings.

Number of Shares
482,413
Previous 477,221 1.09%
Holding current value
$13 Million
Previous $12.8 Million 7.46%
% of portfolio
6.17%
Previous 6.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
236
Shares Held
81.5M
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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