Ballentine Capital Advisors, Inc Dimensional ETF Tr Transaction History

Ballentine Capital Advisors, Inc

  • $196 Million
  • Q1 2025

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 35,126 shares of DFAI stock, worth $1.14 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
35,126
Previous 36,543 3.88%
Holding current value
$1.14 Million
Previous $1.07 Million 2.72%
% of portfolio
0.56%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$28.88 - $32.4 $40,922 - $45,910
-1,417 Reduced 3.88%
35,126 $1.1 Million
Q3 2024

Nov 19, 2024
SELL
$28.69 - $32.06 $2,668 - $2,981
-93 Reduced 0.25%
36,543 $1.16 Million
Q2 2024

Aug 07, 2024
SELL
$28.93 - $30.91 $1,851 - $1,978
-64 Reduced 0.17%
36,636 $1.09 Million
Q1 2024

May 03, 2024
SELL
$27.74 - $30.27 $6,296 - $6,871
-227 Reduced 0.61%
36,700 $1.11 Million
Q4 2023

Feb 12, 2024
BUY
$24.88 - $28.69 $918,743 - $1.06 Million
36,927 New
36,927 $1.06 Million

Others Institutions Holding DFAI

# of Institutions
630
Shares Held
235M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Ballentine Capital Advisors, Inc Portfolio

Follow Ballentine Capital Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballentine Capital Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Capital Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email