BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFCF Holdings History
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 349,925.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $14.79 Mil. This investment constitutes 11.35% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.21% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of DFCF, at an average price of $42.07, for a total of 408,635.00 shares. In addition, there have been 1 sales at an average price of $41.71 for 58,710.00 shares. Based on historical transaction data and DFCF's current price of $42.18, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his DFCF holdings is $17,094.95, reflecting a 0.10% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFCF ($42.18) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFCF ($42.18) 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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