Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Target Transaction History
Bannerman Wealth Management Group, LLC
- $130 Billion
- Q2 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 15,478 shares of DFAT stock, worth $846,956. This represents 0.64% of its overall portfolio holdings.
Number of Shares
15,478
Previous 15,068
2.72%
Holding current value
$846,956
Previous $776 Million
7.65%
% of portfolio
0.64%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio