BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q2 2026 13F Holdings
- Locationlewisville, TX
- Num holdings
38
- Value ($000)
$171,390
- Date Filed 07/07/2026
- Form type13F-HR
- CIK 0002058816
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | $55.17M | 32 % | 1,243,763 | ||
DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | $18.9M | 11 % | 447,697 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $15.8M | 9 % | 191,912 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $15.25M | 9 % | 369,700 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $14.92M | 9 % | 163,551 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $6.78M | 4 % | 168,655 | ||
AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $6.26M | 4 % | 95,365 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.7M | 3 % | 55,360 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $5.35M | 3 % | 41,758 | ||
DIMENSIONAL ETF TRUST | US REAL ESTA ETF | 25434V823 | $4.3M | 3 % | 164,429 |
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