Ballentine Capital Advisors, Inc Dimensional ETF Tr Transaction History
Ballentine Capital Advisors, Inc
- $198 Million
- Q3 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 36,543 shares of DFAI stock, worth $1.14 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
36,543
Previous 36,636
0.25%
Holding current value
$1.14 Million
Previous $1.09 Million
6.91%
% of portfolio
0.59%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio