Bannerman Wealth Management Group, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 173,048 shares of DFAS stock, worth $11.6 Million. This represents 8.55% of its overall portfolio holdings.

Number of Shares
173,048
Previous 165,243 4.72%
Holding current value
$11.6 Million
Previous $11.3 Billion 6.57%
% of portfolio
8.55%
Previous 8.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$66.04 - $69.67 $515,442 - $543,774
7,805 Added 4.72%
173,048 $12.1 Billion
Q3 2025

Oct 14, 2025
SELL
$63.41 - $69.69 $424,403 - $466,435
-6,693 Reduced 3.89%
165,243 $11.3 Billion
Q2 2025

Jul 15, 2025
BUY
$52.31 - $63.72 $173,407 - $211,231
3,315 Added 1.97%
171,936 $11 Billion
Q1 2025

Apr 15, 2025
BUY
$58.81 - $68.2 $550,873 - $638,829
9,367 Added 5.88%
168,621 $10.1 Billion
Q4 2024

Mar 07, 2025
BUY
$63.58 - $71.15 $10.1 Million - $11.3 Million
159,254 New
159,254 $10.4 Billion

Others Institutions Holding DFAS

# of Institutions
869
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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