Bannerman Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Bannerman Wealth Management Group, LLC
- $141 Billion
- Q4 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 159,853 shares of DFAE stock, worth $5.2 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
159,853
Previous 157,091
1.76%
Holding current value
$5.2 Million
Previous $4.95 Billion
5.11%
% of portfolio
3.69%
Previous 3.65%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
634Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio