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Aryn Sands

Bannerman Wealth Management Group, Llc

Assets Managed
$171.39M
Holdings
37
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
15.5%(2Q avg: 10.36%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Bannerman Wealth Management Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Bannerman Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 171.39M in assets, with a quarterly growth rate of 15.5% and a 2-quarter average growth rate of 10.36%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.94%
32.2%
$55.173M
1.244M shares@ $44.36 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 14.53%
11.03%
$18.897M
447,697 shares@ $42.22 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.44%
9.22%
$15.802M
191,912 shares@ $82.35 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 5.31%
8.9%
$15.25M
369,700 shares@ $41.26 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 1.24%
8.71%
$14.917M
163,551 shares@ $91.21 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 0.94%
3.96%
$6.782M
168,655 shares@ $40.22 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Increased 4.78%
3.66%
$6.256M
95,365 shares@ $65.6 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 0.81%
3.33%
$5.705M
55,360 shares@ $103.06 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -0.41%
3.13%
$5.348M
41,758 shares@ $128.09 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 4.19%
2.51%
$4.301M
164,429 shares@ $26.16 avg price

1-10 of 37