BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAE Holdings History
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 155,398.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $4.50 Mil. This investment constitutes 3.45% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.07% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of DFAE, at an average price of $26.43, for a total of 155,398.00 shares. Based on historical transaction data and DFAE's current price of $29.80, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his DFAE holdings is $524,783.65, reflecting a 12.78% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAE ($29.80) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAE ($29.80) 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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