Ballentine Partners, LLC Dimensional ETF Tr Transaction History

Ballentine Partners, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Ballentine Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ballentine Partners, LLC holds 14,023 shares of DFIV stock, worth $595,977. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,023
Previous 15,313 8.42%
Holding current value
$595,977
Previous $543,000 1.47%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$35.33 - $40.77 $45,575 - $52,593
-1,290 Reduced 8.42%
14,023 $551,000
Q3 2023

Oct 19, 2023
BUY
$32.1 - $34.42 $84,358 - $90,455
2,628 Added 20.72%
15,313 $499,000
Q1 2022

May 05, 2022
SELL
$30.75 - $35.49 $45,387 - $52,383
-1,476 Reduced 10.42%
12,685 $425,000
Q3 2021

Oct 27, 2021
BUY
$32.25 - $33.65 $456,692 - $476,517
14,161 New
14,161 $464,000

Others Institutions Holding DFIV

# of Institutions
688
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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