Bannerman Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Bannerman Wealth Management Group, LLC
- $121 Billion
- Q4 2024
A detailed history of Bannerman Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 149,493 shares of DFAE stock, worth $3.93 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
149,493Holding current value
$3.93 Million% of portfolio
3.14%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio