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 $4.57 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
155,398
Previous 154,565
0.54%
Holding current value
$4.57 Million
Previous $4 Billion
12.42%
% of portfolio
3.45%
Previous 3.27%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
586Shares Held
166MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$372 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$356 Million3.78% of portfolio
-
Ubs Group Ag6.14MShares$180 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$139 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$111 Million0.17% of portfolio