Bannerman Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 11,725 shares of DFSV stock, worth $350,929. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,725
Previous 10,899 7.58%
Holding current value
$350,929
Previous $307 Million 12.48%
% of portfolio
0.26%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$24.21 - $29.47 $19,997 - $24,342
826 Added 7.58%
11,725 $345 Million
Q1 2025

Apr 15, 2025
BUY
$27.56 - $32.1 $74,219 - $86,445
2,693 Added 32.82%
10,899 $307 Million
Q4 2024

Mar 07, 2025
BUY
$30.18 - $33.87 $247,657 - $277,937
8,206 New
8,206 $253 Million

Others Institutions Holding DFSV

# of Institutions
472
Shares Held
131M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Bannerman Wealth Management Group, LLC Portfolio

Follow Bannerman Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bannerman Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bannerman Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email