Bannerman Wealth Management Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 395,038 shares of DFCF stock, worth $16.6 Million. This represents 13.48% of its overall portfolio holdings.
Number of Shares
395,038Holding current value
$16.6 Million% of portfolio
13.48%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
406Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio