Bannerman Wealth Management Group, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 349,925 shares of DFCF stock, worth $14.7 Million. This represents 11.35% of its overall portfolio holdings.
Number of Shares
349,925
Previous 408,635
14.37%
Holding current value
$14.7 Million
Previous $17.2 Billion
13.96%
% of portfolio
11.35%
Previous 14.04%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
433Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio