Number of Shares
311,427.00
Current Holdings Value*
$10.77 Mil
% of Portfolio
8.26%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
12.97%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 311,427.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $10.77 Mil. This investment constitutes 8.26% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.1% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of DFAI, at an average price of $30.32, for a total of 317,654.00 shares. In addition, there have been 1 sales at an average price of $32.74 for 6,227.00 shares. Based on historical transaction data and DFAI's current price of $34.28, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his DFAI holdings is $1.25 Mil, reflecting a 12.97% gain to date.

BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAI ($34.28) Holding Chart

BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAI ($34.28) 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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