Bannerman Wealth Management Group, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 39,275 shares of DFUV stock, worth $1.67 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
39,275
Previous 40,332
2.62%
Holding current value
$1.67 Million
Previous $1.66 Billion
0.09%
% of portfolio
1.27%
Previous 1.36%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
735Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.46 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.35 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$711 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$614 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$448 Million0.73% of portfolio