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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025

BUY
$22.35 - $24.52 $130,144 - $142,779
5,823 Added 4.99%
122,504 $2.91 Billion
Q4 2024

Mar 07, 2025

BUY
$22.72 - $25.76 $2.65 Million - $3.01 Million
116,681 New
116,681 $2.72 Billion

Others Institutions Holding DFAR

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Bannerman Wealth Management Group, LLC Portfolio

Follow Bannerman Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bannerman Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bannerman Wealth Management Group, LLC with notifications on news.