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 311,427 shares of DFAI stock, worth $11.1 Million. This represents 8.26% of its overall portfolio holdings.

Number of Shares
311,427
Previous 317,654 1.96%
Holding current value
$11.1 Million
Previous $9.92 Billion 8.52%
% of portfolio
8.26%
Previous 8.1%

Shares

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

Jul 15, 2025
SELL
$28.02 - $34.71 $174,480 - $216,139
-6,227 Reduced 1.96%
311,427 $10.8 Billion
Q1 2025

Apr 15, 2025
BUY
$28.88 - $32.4 $301,420 - $338,158
10,437 Added 3.4%
317,654 $9.92 Billion
Q4 2024

Mar 07, 2025
BUY
$29.0 - $31.6 $8.91 Million - $9.71 Million
307,217 New
307,217 $8.97 Billion

Others Institutions Holding DFAI

# of Institutions
680
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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