SEC Form 13F

BANNERMAN WEALTH MANAGEMENT GROUP, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$171,389,622
Positions38

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$55,173,3131,243,763
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$18,897,306447,697
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$15,802,052191,912
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$15,250,138369,700
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$14,917,476163,551
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$6,781,624168,655
AMERICAN CENTY ETF TRAVESEMERGING MKT VAL$6,255,91895,365
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$5,704,86155,360
AMERICAN CENTY ETF TRAVUSUS EQT ETF$5,348,41541,758
DIMENSIONAL ETF TRUSTDFARUS REAL ESTA ETF$4,301,456164,429

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