BANNERMAN WEALTH MANAGEMENT GROUP, LLC: 13F holdings
CIK 20588162026Q2
| Positions | 37 |
|---|
| Reported value | $171.4m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 37 (+5 vs prior quarter) |
|---|
| Reported value | $171.4m (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,243,763 | $55.2m | 32.2% |
| DFCF DIMENSIONAL ETF TRUST | 447,697 | $18.9m | 11.0% |
| DIMENSIONAL ETF TRUST | 191,912 | $15.8m | 9.2% |
| DFAI DIMENSIONAL ETF TRUST | 369,700 | $15.3m | 8.9% |
| AVLV AMERICAN CENTY ETF TR | 163,551 | $14.9m | 8.7% |
| DFAE DIMENSIONAL ETF TRUST | 168,655 | $6.8m | 4.0% |
| EWL AMERICAN CENTY ETF TR | 95,365 | $6.3m | 3.7% |
| AVDV AMERICAN CENTY ETF TR | 55,360 | $5.7m | 3.3% |
| AVUS AMERICAN CENTY ETF TR | 41,758 | $5.3m | 3.1% |
| DIMENSIONAL ETF TRUST | 164,429 | $4.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058816")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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