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 $273,328. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,978Holding current value
$273,328% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$801 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$697 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$438 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$324 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$275 Million0.17% of portfolio