Ballentine Capital Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ballentine Capital Advisors, Inc
- $181 Million
- Q1 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 452,782 shares of DFIS stock, worth $11.2 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
452,782
Previous 437,748
3.43%
Holding current value
$11.2 Million
Previous $10.6 Million
7.24%
% of portfolio
6.25%
Previous 6.27%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
170Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$289 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$154 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$101 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64.6 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$54.1 Million0.63% of portfolio