Bannerman Wealth Management Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 349,925 shares of DFCF stock, worth $14.8 Million. This represents 11.35% of its overall portfolio holdings.
Number of Shares
349,925
Previous 408,635
14.37%
Holding current value
$14.8 Million
Previous $17.2 Billion
13.96%
% of portfolio
11.35%
Previous 14.04%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
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True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio