Ballentine Capital Advisors, Inc DFIS Holdings History
Ballentine Capital Advisors, Inc's Dimensional International Small Cap ETF Holding Summary
As of 2025-03-31, Ballentine Capital Advisors, Inc held 493,614.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $12.75 Mil. This investment constitutes 6.47% of their stock portfolio, and Ballentine Capital Advisors, Inc now holds 0.49% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2023Q4. And since then Ballentine Capital Advisors, Inc has made 5 purchases of DFIS, at an average price of $22.56, for a total of 493,614.00 shares. Based on historical transaction data and DFIS's current price of $29.71, Ballentine Capital Advisors, Inc's estimated gain on his DFIS holdings is $3.53 Mil, reflecting a 31.72% gain to date.
Ballentine Capital Advisors, Inc DFIS ($29.71) Holding Chart
Ballentine Capital Advisors, Inc DFIS ($29.71) 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 % | |||
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