Bannerman Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Bannerman Wealth Management Group, LLC
- $121 Billion
- Q4 2024
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 307,217 shares of DFAI stock, worth $9.7 Million. This represents 7.42% of its overall portfolio holdings.
Number of Shares
307,217Holding current value
$9.7 Million% of portfolio
7.42%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$210 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$189 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio