Bannerman Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 146,686 shares of DFAR stock, worth $3.44 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
146,686
Previous 136,941
7.12%
Holding current value
$3.44 Million
Previous $3.27 Billion
2.85%
% of portfolio
2.38%
Previous 2.41%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
280Shares Held
45.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio