Ballentine Capital Advisors, Inc Dimensional ETF Tr U S Small C Transaction History
Ballentine Capital Advisors, Inc
- $226 Million
- Q3 2025
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 121,503 shares of DFAS stock, worth $8.35 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
121,503
Previous 117,629
3.29%
Holding current value
$8.35 Million
Previous $7.49 Million
11.0%
% of portfolio
3.69%
Previous 3.56%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
848Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio