Ballentine Capital Advisors, Inc Dimensional ETF Tr Transaction History
Ballentine Capital Advisors, Inc
- $226 Million
- Q3 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 32,379 shares of DFAI stock, worth $1.18 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
32,379
Previous 35,126
7.82%
Holding current value
$1.18 Million
Previous $1.21 Million
3.13%
% of portfolio
0.52%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
689Shares Held
256MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio