Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 171,936 shares of DFAS stock, worth $11.3 Million. This represents 8.41% of its overall portfolio holdings.
Number of Shares
171,936
Previous 168,621
1.97%
Holding current value
$11.3 Million
Previous $10.1 Billion
8.72%
% of portfolio
8.41%
Previous 8.23%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
826Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio