Bannerman Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 10,899 shares of DFSV stock, worth $307,242. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,899
Previous 8,206 32.82%
Holding current value
$307,242
Previous $253 Million 21.47%
% of portfolio
0.25%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
438
Shares Held
120M
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
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