Ballentine Capital Advisors, Inc Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 111,491 shares of DFAS stock, worth $7.22 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
111,491
Previous 105,740
5.44%
Holding current value
$7.22 Million
Previous $6.59 Million
1.62%
% of portfolio
3.59%
Previous 3.63%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio