Bannerman Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 155,398 shares of DFAE stock, worth $4.71 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
155,398
Previous 154,565 0.54%
Holding current value
$4.71 Million
Previous $4 Billion 12.42%
% of portfolio
3.45%
Previous 3.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$22.87 - $28.95 $19,050 - $24,115
833 Added 0.54%
155,398 $4.5 Billion
Q1 2025

Apr 15, 2025
BUY
$24.64 - $26.86 $124,974 - $136,233
5,072 Added 3.39%
154,565 $4 Billion
Q4 2024

Mar 07, 2025
BUY
$25.36 - $28.15 $3.79 Million - $4.21 Million
149,493 New
149,493 $3.79 Billion

Others Institutions Holding DFAE

# of Institutions
602
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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