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Ballentine Capital Advisors, Inc: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Capital Advisors, Inc on DFAI, newest first. How the timeline and the estimate are built.

Ballentine Capital Advisors, Inc held 30,463 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,463 shares
    Change vs previous 13F -72 shares

    0.47% of the 13F portfolio, value $1,262,082.

    13F-HR 0002011580-26-000005 filed by Ballentine Capital Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,535 shares
    Change vs previous 13F -307 shares

    0.47% of the 13F portfolio, value $1,259,569.

    13F-HR 0002011580-26-000003 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 30,842 shares
    Change vs previous 13F -50 shares

    0.5% of the 13F portfolio, value $1,201,604.

    13F-HR 0002011580-26-000002 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 30,892 shares
    Change vs previous 13F -1,487 shares

    0.5% of the 13F portfolio, value $1,177,294.

    13F-HR 0002011580-26-000001 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 32,379 shares
    Change vs previous 13F -2,747 shares

    0.52% of the 13F portfolio, value $1,176,977.

    13F-HR 0002011580-25-000009 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 35,126 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,214,306.

    13F-HR 0002011580-25-000008 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 35,126 shares
    Change vs previous 13F -1,417 shares

    0.56% of the 13F portfolio, value $1,096,985.

    13F-HR 0002011580-25-000003 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 36,543 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,067,056.

    13F-HR 0002011580-25-000001 filed by Ballentine Capital Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).