Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Equity Transaction History
Bannerman Wealth Management Group, LLC
- $121 Billion
- Q4 2024
A detailed history of Bannerman Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 10,045 shares of DFUS stock, worth $621,383. This represents 0.53% of its overall portfolio holdings.
Number of Shares
10,045Holding current value
$621,383% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
727Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.63 Billion2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$359 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$296 Million12.62% of portfolio
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Envestnet Asset Management Inc4.04MShares$250 Million0.09% of portfolio