Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bannerman Wealth Management Group, LLC
- $130 Billion
- Q2 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 1,160,868 shares of DFAC stock, worth $43 Million. This represents 31.92% of its overall portfolio holdings.
Number of Shares
1,160,868
Previous 1,194,777
2.84%
Holding current value
$43 Million
Previous $39.4 Billion
5.56%
% of portfolio
31.92%
Previous 32.19%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio