BANNERMAN WEALTH MANAGEMENT GROUP, LLC — 13F holdings

BANNERMAN WEALTH MANAGEMENT GROUP, LLC reported 36 holdings worth $175M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $56.5M (32.3%)
  2. DFCF DIMENSIONAL ETF TRUST — $18.9M (10.8%)
  3. DFAI DIMENSIONAL ETF TRUST — $15.9M (9.1%)
  4. DIMENSIONAL ETF TRUST — $15.7M (9.0%)
  5. AVLV AMERICAN CENTY ETF TR — $15.4M (8.8%)
  6. DFAE DIMENSIONAL ETF TRUST — $6.76M (3.9%)
  7. AVES AMERICAN CENTY ETF TR — $6.46M (3.7%)
  8. AVDV AMERICAN CENTY ETF TR — $6.34M (3.6%)
  9. AVUS AMERICAN CENTY ETF TR — $5.29M (3.0%)
  10. DFAR DFA INVT DIMENSIONS GROUP IN — $4.21M (2.4%)