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Vestment Financial LLC

Q1 2026 13F Holdings

  • Location
    chanhassen, MN
  • Num holdings

    42

  • Value ($000)

    $212,331

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0002056705
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$46.7M
22 %

1,108,406

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$23.04M
11 %

477,806

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$19.7M
9 %

520,520

A
AVXC

AMERICAN CENTY ETF TR

AVANTIS EMERGING
02507A101
$16.81M
8 %

221,533

D
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
25434V849
$15.51M
7 %

320,538

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$9.95M
5 %

253,005

A
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
025072349
$8.5M
4 %

99,569

A
AVRE

AMERICAN CENTY ETF TR

REAL ESTATE ETF
025072356
$7.43M
4 %

154,811

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$6.69M
3 %

158,546

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$5.86M
3 %

88,049

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