Bannerman Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 125,340 shares of DFAR stock, worth $2.9 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
125,340
Previous 122,504
2.32%
Holding current value
$2.9 Million
Previous $2.91 Billion
0.98%
% of portfolio
2.26%
Previous 2.38%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.8 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio