BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q2 2025 13F Holdings
- Locationlewisville, TX
- Num holdings
36
- Value ($000)
$130,324
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $41.61M | 32 % | 1,160,868 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $14.79M | 11 % | 349,925 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $10.95M | 8 % | 171,936 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $10.77M | 8 % | 311,427 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.55M | 7 % | 139,950 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $4.91M | 4 % | 48,671 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $4.50M | 4 % | 155,398 | ||
AVES AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $4.37M | 3 % | 81,667 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.33M | 3 % | 54,615 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $3.14M | 2 % | 61,476 |
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