Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 168,621 shares of DFAS stock, worth $10.3 Million. This represents 8.23% of its overall portfolio holdings.

Number of Shares
168,621
Previous 159,254 5.88%
Holding current value
$10.3 Million
Previous $10.4 Billion 2.79%
% of portfolio
8.23%
Previous 8.57%

Shares

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

Apr 15, 2025
BUY
$58.81 - $68.2 $550,873 - $638,829
9,367 Added 5.88%
168,621 $10.1 Billion
Q4 2024

Mar 07, 2025
BUY
$63.58 - $71.15 $10.1 Million - $11.3 Million
159,254 New
159,254 $10.4 Billion

Others Institutions Holding DFAS

# of Institutions
820
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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