Ballentine Capital Advisors, Inc Dimensional ETF Tr Emerging Mk Transaction History
Ballentine Capital Advisors, Inc
- $198 Million
- Q3 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 510,306 shares of DFEM stock, worth $13.4 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
510,306
Previous 506,492
0.75%
Holding current value
$13.4 Million
Previous $13.5 Million
6.11%
% of portfolio
7.24%
Previous 7.25%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
354Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio