Vestment Financial LLC
Q2 2025 13F Holdings
- Locationchanhassen, MN
- Num holdings
39
- Value ($000)
$157,695
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $36.34M | 23 % | 1,004,773 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $17.02M | 11 % | 354,695 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $15.28M | 10 % | 490,932 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $10.81M | 7 % | 227,907 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.17M | 5 % | 227,815 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $6.25M | 4 % | 90,397 | ||
AVRE AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | $5.70M | 4 % | 128,539 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $5.66M | 4 % | 189,554 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $5.45M | 4 % | 130,432 | ||
AVXC AMERICAN CENTY ETF TR | AVANTIS EMERGING | 02507A101 | $5.08M | 3 % | 89,243 |
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