Vestment Financial LLC
Q1 2025 13F Holdings
- Locationchanhassen, MN
- Num holdings
38
- Value ($000)
$139,355
- Date Filed04/15/2025
- Form type13F-HR
- CIK0002056705
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $32.32M | 23 % | 974,479 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $15.77M | 11 % | 331,323 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $13.26M | 10 % | 476,033 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $9.75M | 7 % | 204,585 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $8.63M | 6 % | 323,821 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $7.08M | 5 % | 213,100 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $5.51M | 4 % | 84,069 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $5.21M | 4 % | 123,462 | ||
AVRE AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | $5.16M | 4 % | 119,295 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.22M | 3 % | 81,399 |
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