Bannerman Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 6,978 shares of DFIV stock, worth $311,428. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,978
Previous 6,978
-0.0%
Holding current value
$311,428
Previous $275 Million
8.82%
% of portfolio
0.23%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
723Shares Held
234MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio