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 6,978 shares of DFIV stock, worth $275,072. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,978
Holding current value
$275,072
% of portfolio
0.2%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 07, 2025
BUY
$34.86 - $37.97 $243,253 - $264,954
6,978 New
6,978 $248 Million

Others Institutions Holding DFIV

# of Institutions
628
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Bannerman Wealth Management Group, LLC Portfolio

Follow Bannerman Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bannerman Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bannerman Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email