Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bannerman Wealth Management Group, LLC
- $122 Billion
- Q1 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 1,194,777 shares of DFAC stock, worth $40.9 Million. This represents 32.19% of its overall portfolio holdings.
Number of Shares
1,194,777
Previous 1,184,738
0.85%
Holding current value
$40.9 Million
Previous $41 Billion
3.82%
% of portfolio
32.19%
Previous 33.88%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.79 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$595 Million0.23% of portfolio