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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$23.13 - $25.1 $347,736 - $377,353
15,034 Added 3.43%
452,782 $11.3 Million
Q4 2023

Feb 12, 2024

BUY
$20.55 - $24.23 $9 Million - $10.6 Million
437,748 New
437,748 $10.6 Million

Others Institutions Holding DFIS

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Ballentine Capital Advisors, Inc Portfolio

Follow Ballentine Capital Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballentine Capital Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Capital Advisors, Inc with notifications on news.