Bannerman Wealth Management Group »

Dimensional Etf Trust shares owned by Bannerman Wealth Management Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Bannerman Wealth Management Group from 13F filings

Historical chart of Bannerman Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Bannerman Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Bannerman Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 165k 68.46
2025-06-30 $11M 172k 63.71
2025-03-31 $10M 169k 59.75
2024-12-31 $10M 159k 65.08

More positions owned by Bannerman Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Real Estate E (DFAR)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Bannerman Wealth Management Group

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Plan
Midwest Trust
Savant Capital Management
Premier Financial Group
First Command Advisory Services
Washington Trust Bank
Evanson Asset Management
Royal Bank of Canada

View all funds holding Dimensional Etf Trust