Bannerman Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 317,654 shares of DFAI stock, worth $10.8 Million. This represents 8.1% of its overall portfolio holdings.
Number of Shares
317,654
Previous 307,217
3.4%
Holding current value
$10.8 Million
Previous $8.97 Billion
10.59%
% of portfolio
8.1%
Previous 7.42%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
645Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$638 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$238 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$227 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$194 Million18.44% of portfolio