Ballentine Capital Advisors, Inc Dimensional ETF Tr U S Small C Transaction History
Ballentine Capital Advisors, Inc
- $198 Million
- Q3 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 112,897 shares of DFAS stock, worth $7.63 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
112,897
Previous 111,491
1.26%
Holding current value
$7.63 Million
Previous $6.7 Million
9.32%
% of portfolio
3.69%
Previous 3.59%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$758 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio