Bannerman Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 122,504 shares of DFAR stock, worth $2.89 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
122,504
Previous 116,681
4.99%
Holding current value
$2.89 Million
Previous $2.72 Billion
7.25%
% of portfolio
2.38%
Previous 2.24%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio