Bannerman Wealth Management Group, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 40,332 shares of DFUV stock, worth $1.59 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
40,332
Previous 41,110
1.89%
Holding current value
$1.59 Million
Previous $1.68 Billion
1.2%
% of portfolio
1.36%
Previous 1.39%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
714Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio