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 $54.1 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
$54.1 Million
Previous $47 Million
4.18%
% of portfolio
26.2%
Previous 25.9%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio