Ballentine Capital Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ballentine Capital Advisors, Inc
- $198 Million
- Q3 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 255,781 shares of DFSV stock, worth $8.13 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
255,781
Previous 254,299
0.58%
Holding current value
$8.13 Million
Previous $7.32 Million
7.65%
% of portfolio
3.97%
Previous 3.92%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$261 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$209 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$165 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$94.4 Million1.18% of portfolio