Bannerman Wealth Management Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bannerman Wealth Management Group, LLC
- $136 Billion
- Q3 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 26,180 shares of DFUV stock, worth $1.18 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
26,180
Previous 39,275
33.34%
Holding current value
$1.18 Million
Previous $1.66 Billion
29.54%
% of portfolio
0.86%
Previous 1.27%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio