Bannerman Wealth Management Group
$171M 13F equity value
37 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bannerman Wealth Management Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1,243,763 | $55M | 32.2% |
| DFCF | DIMENSIONAL ETF TRUST | 447,697 | $19M | 11.0% |
| DFAS | DIMENSIONAL ETF TRUST | 191,912 | $16M | 9.2% |
| DFAI | DIMENSIONAL ETF TRUST | 369,700 | $15M | 8.9% |
| AVLV | AMERICAN CENTY ETF TR | 163,551 | $15M | 8.7% |
| DFAE | DIMENSIONAL ETF TRUST | 168,655 | $7M | 4.0% |
| AVES | AMERICAN CENTY ETF TR | 95,365 | $6M | 3.7% |
| AVDV | AMERICAN CENTY ETF TR | 55,360 | $6M | 3.3% |
| AVUS | AMERICAN CENTY ETF TR | 41,758 | $5M | 3.1% |
| DFAR | DIMENSIONAL ETF TRUST | 164,429 | $4M | 2.5% |
Track Bannerman Wealth Management Group's 13F portfolio: $171M in reported holdings, 37 positions. Top holdings and quarterly changes on SentiSense.
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