Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bannerman Wealth Management Group, LLC
- $141 Billion
- Q4 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 1,123,240 shares of DFAC stock, worth $43.4 Million. This represents 31.53% of its overall portfolio holdings.
Number of Shares
1,123,240
Previous 1,118,940
0.38%
Holding current value
$43.4 Million
Previous $43.2 Billion
3.04%
% of portfolio
31.53%
Previous 31.8%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
810MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio