StockDriftsStockDriftsTop 32 Bannerman Wealth Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 31.64% | 1.21M | $47.0M | +7.57%(+85.08K) | $34.79(+22.71%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 11.12% | 390.9K | $16.5M | -0.94%(-3.69K) | $42.25(-0.00%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 9.22% | 351.1K | $13.7M | +6.77%(+22.27K) | $31.28(+30.70%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 9.07% | 189.2K | $13.5M | +9.34%(+16.16K) | $65.43(+18.87%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 8.78% | 161.6K | $13.0M | +7.07%(+10.67K) | $67.46(+29.52%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.81% | 167.1K | $5.7M | +4.53%(+7.24K) | $26.80(+45.07%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.7% | 54.9K | $5.5M | +2.50%(+1.34K) | $68.60(+54.67%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 3.68% | 91.0K | $5.5M | +6.75%(+5.75K) | $49.95(+32.66%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.14% | 41.9K | $4.7M | -0.89%(-378) | $96.04(+28.19%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 2.52% | 157.8K | $3.7M | +7.59%(+11.14K) | $24.19(+6.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.49% | +17.39% |
| Top 20 Holdings Unweighted | +5.38% | +17.04% |
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