Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 1,118,940 shares of DFAC stock, worth $43 Million. This represents 31.8% of its overall portfolio holdings.
Number of Shares
1,118,940
Previous 1,160,868
3.61%
Holding current value
$43 Million
Previous $41.6 Billion
3.73%
% of portfolio
31.8%
Previous 31.92%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,142Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio