Ballentine Capital Advisors, Inc DFEM Holdings History
Ballentine Capital Advisors, Inc's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Ballentine Capital Advisors, Inc held 527,091.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $13.95 Mil. This investment constitutes 7.08% of their stock portfolio, and Ballentine Capital Advisors, Inc now holds 0.29% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2023Q4. And since then Ballentine Capital Advisors, Inc has made 5 purchases of DFEM, at an average price of $23.92, for a total of 527,091.00 shares. Based on historical transaction data and DFEM's current price of $30.24, Ballentine Capital Advisors, Inc's estimated gain on his DFEM holdings is $3.33 Mil, reflecting a 26.44% gain to date.
Ballentine Capital Advisors, Inc DFEM ($30.24) Holding Chart
Ballentine Capital Advisors, Inc DFEM ($30.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
