Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Small C Transaction History
Bannerman Wealth Management Group, LLC
- $121 Billion
- Q4 2024
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 159,254 shares of DFAS stock, worth $9.73 Million. This represents 8.57% of its overall portfolio holdings.
Number of Shares
159,254Holding current value
$9.73 Million% of portfolio
8.57%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
781Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
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Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio