BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAC Holdings History
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 1.16 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $41.61 Mil. This investment constitutes 31.92% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.12% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of DFAC, at an average price of $35.24, for a total of 1.19 Mil shares. In addition, there have been 1 sales at an average price of $33.35 for 33,909.00 shares. Based on historical transaction data and DFAC's current price of $36.53, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his DFAC holdings is $1.44 Mil, reflecting a 3.42% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAC ($36.53) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAC ($36.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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