Bannerman Wealth Management Group, LLC Purchases in Q4 2024

Bannerman Wealth Management Group, LLC

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.18M
New
$33.92 - $36.6 $40.2M - $43.4M
1.18M $41B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
395K
New
$41.17 - $43.34 $16.3M - $17.1M
395K $16.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
159K
New
$63.58 - $71.15 $10.1M - $11.3M
159K $10.4B
DFAI
Dimensional ETF Tr

ETFs
307K
New
$29.0 - $31.6 $8.91M - $9.71M
307K $8.97B
AVLV
American Centy ETF Tr Avantis
129K
New
$65.51 - $71.22 $8.47M - $9.2M
129K $8.63B
AVUS
American Centy ETF Tr Avantis

ETFs
55.2K
New
$94.36 - $102.06 $5.21M - $5.64M
55.2K $5.35B
DFAE
Dimensional ETF Tr

ETFs
149K
New
$25.36 - $28.15 $3.79M - $4.21M
149K $3.79B
AVDV
American Centy ETF Tr Avantis

ETFs
53.2K
New
$63.85 - $70.4 $3.39M - $3.74M
53.2K $3.46B
AVES
American Centy ETF Tr Avantis

ETFs
73.1K
New
$46.2 - $53.09 $3.38M - $3.88M
73.1K $3.38B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
66.3K
New
$49.87 - $52.46 $3.31M - $3.48M
66.3K $3.31B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
41.1K
New
$40.38 - $44.35 $1.66M - $1.82M
41.1K $1.68B
IWD
Ishares Russell 1000 Val ETF

ETFs
8.94K
New
$183.23 - $199.79 $1.64M - $1.79M
8.94K $1.66B
AMZN
Amazon Com Inc

Consumer Cyclical
7.04K
New
$180.88 - $232.93 $1.27M - $1.64M
7.04K $1.54B
NVDA
Nvidia Corp

Technology
10K
New
$117.0 - $148.88 $1.17M - $1.49M
10K $1.35B
DFAT
Dimensional ETF Tr U S Target

ETFs
15.1K
New
$54.54 - $61.04 $822K - $920K
15.1K $839M
VUG
Vanguard Growth ETF

ETFs
1.82K
New
$378.79 - $428.11 $689K - $779K
1.82K $747M
EEM
Ishares Msci Emerging Markets

ETFs
16.8K
New
$41.82 - $47.36 $701K - $793K
16.8K $701M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10K
New
$61.52 - $66.5 $618K - $668K
10K $640M
AVUV
American Centy ETF Tr Avantis

ETFs
6.12K
New
$94.37 - $106.41 $577K - $651K
6.12K $590M
AVDE
American Centy ETF Tr Avantis

ETFs
8.87K
New
$60.9 - $66.69 $540K - $592K
8.87K $545M
AVEM
American Centy ETF Tr Avantis

ETFs
7.05K
New
$58.59 - $66.14 $413K - $466K
7.05K $415M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.39K
New
$232.27 - $300.43 $323K - $418K
1.39K $327M
WM
Waste Management Inc

Industrials
1.54K
New
$201.79 - $228.46 $310K - $351K
1.54K $310M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
562
New
$521.84 - $558.82 $293K - $314K
562 $303M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.66K
New
$80.87 - $87.69 $296K - $321K
3.66K $297M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.68K
New
$27.45 - $55.56 $266K - $538K
9.68K $274M
DIS
Walt Disney CO

Communication Services
2.39K
New
$92.39 - $117.6 $220K - $280K
2.39K $266M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
4.13K
New
$62.71 - $68.47 $259K - $282K
4.13K $260M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.21K
New
$30.18 - $33.87 $248K - $278K
8.21K $253M
AVIG
American Centy ETF Tr Avantis

ETFs
6.11K
New
$40.48 - $42.48 $247K - $260K
6.11K $248M
DFIV
Dimensional ETF Tr

ETFs
6.98K
New
$34.86 - $37.97 $243K - $265K
6.98K $248M
DOV
Dover Corp

Industrials
1.21K
New
$184.72 - $206.51 $224K - $251K
1.21K $228M
Activity Summary
Buys All Purchases 33 New Holdings 33 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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