Ballentine Capital Advisors, Inc Dimensional ETF Tr U S Core Eq Transaction History
Ballentine Capital Advisors, Inc
- $187 Million
- Q2 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 1,518,288 shares of DFAC stock, worth $51.6 Million. This represents 26.2% of its overall portfolio holdings.
Number of Shares
1,518,288
Previous 1,470,645
3.24%
Holding current value
$51.6 Million
Previous $47 Million
4.18%
% of portfolio
26.2%
Previous 25.9%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio