Bannerman Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 6,978 shares of DFIV stock, worth $266,908. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,978
Previous 6,978
-0.0%
Holding current value
$266,908
Previous $248 Million
10.94%
% of portfolio
0.22%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
638Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$783 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$681 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$427 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$317 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$269 Million0.17% of portfolio