BANNERMAN WEALTH MANAGEMENT GROUP, LLC

Q2 2026 13F Holdings

  • Location
    lewisville, TX
  • Num holdings

    38

  • Value ($000)

    $171,390

  • Date Filed
    07/07/2026
  • Form type
    13F-HR
  • CIK
    0002058816
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
$55.17M
32 %

1,243,763

DFCF

DIMENSIONAL ETF TRUST

CORE FIXE IN ETF
$18.9M
11 %

447,697

DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
$15.8M
9 %

191,912

DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$15.25M
9 %

369,700

AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$14.92M
9 %

163,551

DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
$6.78M
4 %

168,655

AVES

AMERICAN CENTY ETF TR

EMERGING MKT VAL
$6.26M
4 %

95,365

AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$5.7M
3 %

55,360

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$5.35M
3 %

41,758

DFAR

DIMENSIONAL ETF TRUST

US REAL ESTA ETF
$4.3M
3 %

164,429

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