Bannerman Wealth Management Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bannerman Wealth Management Group, LLC
- $136 Billion
- Q3 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 376,747 shares of DFCF stock, worth $16.2 Million. This represents 11.87% of its overall portfolio holdings.
Number of Shares
376,747
Previous 349,925
7.67%
Holding current value
$16.2 Million
Previous $14.8 Billion
8.94%
% of portfolio
11.87%
Previous 11.35%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio