Ballentine Capital Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ballentine Capital Advisors, Inc
- $226 Million
- Q3 2025
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 274,857 shares of DFSV stock, worth $8.72 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
274,857
Previous 265,062
3.7%
Holding current value
$8.72 Million
Previous $7.8 Million
12.19%
% of portfolio
3.88%
Previous 3.71%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
483Shares Held
130MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$102 Million2.12% of portfolio