BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAW Holdings History
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Dimensional World Equity ETF Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 7,991.00 shares of Dimensional World Equity ETF(DFAW), totaling $536,040.00. This investment constitutes 0.41% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.07% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2025Q2. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of DFAW, at an average price of $62.56, for a total of 7,991.00 shares. Based on historical transaction data and DFAW's current price of $68.44, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his DFAW holdings is $47,012.65, reflecting a 9.40% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAW ($68.44) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAW ($68.44) 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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