Vestment Financial LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Vestment Financial LLC held in its portfolio 41 assets valued at $192,828,550 (i.e. $192.83M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($42.21M), DIMENSIONAL ETF TRUST ($20.96M), and DIMENSIONAL ETF TRUST ($18.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Vestment Financial LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1037532 | 42206817 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 436774 | 20956418 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 510305 | 18064789 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 224409 | 14832569 | AVANTIS EMERGING |
| DIMENSIONAL ETF TRUST | 284600 | 13780308 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 242363 | 9364912 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 94923 | 7513194 | US LARGE CAP VLU |
| AMERICAN CENTY ETF TR | 152563 | 6711228 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 154322 | 6426754 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 88750 | 5547738 | US TARGETED VLU |
| SPDR SERIES TRUST | 63224 | 5085578 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 108749 | 4240138 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 129376 | 4229292 | INTL HIGH PROFIT |
| AMERICAN CENTY ETF TR | 51725 | 3772800 | INTERNATIONAL LR |
| EA SERIES TRUST | 65330 | 3338013 | US QUAN VALUE |
| EA SERIES TRUST | 48091 | 3274964 | US QUAN MOMENTUM |
| EA SERIES TRUST | 66790 | 2732377 | INTL QUAN MOMNTM |
| EA SERIES TRUST | 77805 | 2510727 | INTL QUAN VALUE |
| DIMENSIONAL ETF TRUST | 57062 | 2236824 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 24179 | 1899241 | AVANTIS RESPON U |
| DIMENSIONAL ETF TRUST | 49628 | 1702224 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 22895 | 1677625 | AVANTIS RESPONSI |
| VANGUARD BD INDEX FDS | 15725 | 1168210 | TOTAL BND MRKT |
| LOWES COS INC | 3994 | 1067237 | COM |
| VANGUARD INDEX FDS | 1551 | 990019 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 26020 | 881562 | EMGR CRE EQT MNG |
| EA SERIES TRUST | 7465 | 860445 | ALPHA ARCH 1-3 |
| APPLE INC | 2437 | 631974 | COM |
| DIMENSIONAL ETF TRUST | 11581 | 602670 | GLOBAL SUSTAINA |
| INNOVATOR ETFS TRUST | 12794 | 570509 | US EQTY PWR BUF |
| SCHWAB STRATEGIC TR | 17904 | 567022 | US MID-CAP ETF |
| AMERICAN CENTY ETF TR | 8814 | 529206 | EMERGING MKT VAL |
| VANGUARD CHARLOTTE FDS | 9999 | 485351 | TOTAL INT BD ETF |
| INNOVATOR ETFS TRUST | 9784 | 426387 | US EQTY PWR BF |
| DIMENSIONAL ETF TRUST | 10477 | 353270 | EMERGING MKTS HI |
| INNOVATOR ETFS TRUST | 11515 | 332476 | INTL DEVELOPED |
| ISHARES TR | 11865 | 323445 | ENVIR AWR RL EST |
| ISHARES INC | 2239 | 267541 | MSCI GBL MIN VOL |
| MICROSOFT CORP | 509 | 243954 | COM |
| VANGUARD SPECIALIZED FUNDS | 954 | 214421 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 2837 | 208321 | US SMALL CAP ETF |
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