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 $7.59 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
111,491
Previous 105,740
5.44%
Holding current value
$7.59 Million
Previous $6.59 Million
1.62%
% of portfolio
3.59%
Previous 3.63%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$763 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$477 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$454 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$185 Million1.82% of portfolio