Ballentine Capital Advisors, Inc DFAS Holdings History
Ballentine Capital Advisors, Inc's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Ballentine Capital Advisors, Inc held 115,168.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $6.88 Mil. This investment constitutes 3.49% of their stock portfolio, and Ballentine Capital Advisors, Inc now holds 0.07% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q1. And since then Ballentine Capital Advisors, Inc has made 4 purchases of DFAS, at an average price of $59.37, for a total of 115,419.00 shares. In addition, there have been 1 sales at an average price of $66.93 for 251.00 shares. Based on historical transaction data and DFAS's current price of $66.35, Ballentine Capital Advisors, Inc's estimated gain on his DFAS holdings is $805,273.89, reflecting a 11.75% gain to date.
Ballentine Capital Advisors, Inc DFAS ($66.35) Holding Chart
Ballentine Capital Advisors, Inc DFAS ($66.35) 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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