BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q1 2025 13F Holdings
- Locationlewisville, TX
- Num holdings
34
- Value ($000)
$122,458
- Date Filed04/15/2025
- Form type13F-HR
- CIK0002058816
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $39.42M | 32 % | 1,194,777 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $17.19M | 14 % | 408,635 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $10.08M | 8 % | 168,621 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $9.92M | 8 % | 317,654 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $8.68M | 7 % | 133,135 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $5.09M | 4 % | 55,112 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $4.00M | 3 % | 154,565 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $3.79M | 3 % | 54,409 | ||
AVES AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $3.75M | 3 % | 79,587 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $3.41M | 3 % | 68,211 |
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