Bannerman Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Bannerman Wealth Management Group, LLC
- $136 Billion
- Q3 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 136,941 shares of DFAR stock, worth $3.26 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
136,941
Previous 125,340
9.26%
Holding current value
$3.26 Million
Previous $2.94 Billion
11.07%
% of portfolio
2.41%
Previous 2.26%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
276Shares Held
44.4MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio