Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 15,068 shares of DFAT stock, worth $791,974. This represents 0.69% of its overall portfolio holdings.
Number of Shares
15,068Holding current value
$791,974% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$740 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$470 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$378 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$270 Million2.33% of portfolio