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Dimensional Etf Trust shares owned by Ballentine Capital Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Ballentine Capital Advisors from 13F filings

Historical chart of Ballentine Capital Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Ballentine Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Ballentine Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 256k 30.80
2024-06-30 $7.3M 254k 28.78
2024-03-31 $7.3M 243k 29.81
2023-12-31 $6.6M 235k 28.13

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Flexshares Tr Mornstar Usmkt (TILT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr National Mun Etf (MUB)

View all positions for Ballentine Capital Advisors

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
Savant Capital Management
JMG Financial Group
CI Private Wealth
Mather Group
Pathstone Holdings
Modera Wealth Management
EP Wealth Advisors
Comprehensive Portfolio Management
Index Fund Advisors
Colony
Arista Wealth Management
Buckingham Asset Management
Bank of America Corporation
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust