BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q3 2025 13F Holdings
- Locationlewisville, TX
- Num holdings
31
- Value ($000)
$135,700
- Date Filed10/15/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $43.16 M | 32 % | 1,118,940 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $16.11 M | 12 % | 376,747 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $11.67 M | 9 % | 321,157 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $11.31 M | 8 % | 165,243 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $10.55 M | 8 % | 146,030 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $5.13 M | 4 % | 47,165 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $4.95 M | 4 % | 157,091 | ||
AVES AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $4.79 M | 4 % | 83,548 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.78 M | 4 % | 53,657 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $3.37 M | 3 % | 65,726 |
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