BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAS Holdings History
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 171,936.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $10.95 Mil. This investment constitutes 8.41% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.11% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of DFAS, at an average price of $66.65, for a total of 171,936.00 shares. Based on historical transaction data and DFAS's current price of $65.25, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his DFAS holdings is $-241,172.24, reflecting a -2.10% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAS ($65.25) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAS ($65.25) 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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