Bannerman Wealth Management Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bannerman Wealth Management Group, LLC
- $122 Billion
- Q1 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 408,635 shares of DFCF stock, worth $17 Million. This represents 14.04% of its overall portfolio holdings.
Number of Shares
408,635
Previous 395,038
3.44%
Holding current value
$17 Million
Previous $16.3 Billion
5.42%
% of portfolio
14.04%
Previous 13.48%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$471 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio