Vestment Financial LLC
CIK: 0002056705SEC EDGAR →
Portfolio Value
$192.8M
Holdings
44
As of
Q4 2025
New Positions
44
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,037,532 | $42.2M | 21.89% |
| 2 | DIMENSIONAL ETF TRUST | 436,774 | $21.0M | 10.87% |
| 3 | DIMENSIONAL ETF TRUST | 510,305 | $18.1M | 9.37% |
| 4 | AMERICAN CENTY ETF TR | 224,409 | $14.8M | 7.69% |
| 5 | DIMENSIONAL ETF TRUST | 284,600 | $13.8M | 7.15% |
| 6 | DIMENSIONAL ETF TRUST | 242,363 | $9.4M | 4.86% |
| 7 | AMERICAN CENTY ETF TR | 94,923 | $7.5M | 3.90% |
| 8 | AMERICAN CENTY ETF TR | 152,563 | $6.7M | 3.48% |
| 9 | DIMENSIONAL ETF TRUST | 154,322 | $6.4M | 3.33% |
| 10 | DIMENSIONAL ETF TRUST | 88,750 | $5.5M | 2.88% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (44)
$42.2M · 1.0M shares
$21.0M · 437K shares
$18.1M · 510K shares
$14.8M · 224K shares
$13.8M · 285K shares
$9.4M · 242K shares
$7.5M · 95K shares
$6.7M · 153K shares
$6.4M · 154K shares
$5.5M · 89K shares
$4.9M · 60K shares
$4.2M · 109K shares
$4.2M · 129K shares
$3.8M · 52K shares
$3.3M · 65K shares
$3.3M · 48K shares
$2.7M · 67K shares
$2.5M · 78K shares
$2.2M · 57K shares
$1.9M · 24K shares
$1.7M · 50K shares
$1.2M · 15K shares
$1.2M · 16K shares
$1.1M · 4K shares
$990K · 2K shares
$881K · 26K shares
$860K · 7K shares
$631K · 2K shares
$602K · 12K shares
$567K · 18K shares
$529K · 9K shares
$504K · 7K shares
$485K · 10K shares
$426K · 10K shares
$353K · 10K shares
$345K · 8K shares
$332K · 12K shares
$323K · 12K shares
$267K · 2K shares
$243K · 509 shares
$224K · 5K shares
$223K · 4K shares
$214K · 954 shares
$208K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $190.5M | 98.8% |
| Consumer Cyclical | 1 | $1.1M | 0.6% |
| Technology | 2 | $874K | 0.5% |
| Unknown | 1 | $332K | 0.2% |