BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q4 2024 13F Holdings
- Locationlewisville, TX
- Num holdings
33
- Value ($000)
$120,970
- Date Filed03/07/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $40.98M | 34 % | 1,184,738 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $16.30M | 14 % | 395,038 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $10.36M | 9 % | 159,254 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.97M | 7 % | 307,217 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $8.63M | 7 % | 129,244 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $5.35M | 4 % | 55,219 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $3.79M | 3 % | 149,493 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $3.46M | 3 % | 53,159 | ||
AVES AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $3.38M | 3 % | 73,073 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $3.31M | 3 % | 66,306 |
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