Vestment Financial LLC: 13F holdings
CIK 20567052026Q2
| Positions | 41 |
|---|
| Reported value | $223.1m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 41 (-1 vs prior quarter) |
|---|
| Reported value | $223.1m (+5.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,118,049 | $49.7m | 22.3% |
| DFSD DIMENSIONAL ETF TRUST | 492,736 | $23.5m | 10.5% |
| DFIC DIMENSIONAL ETF TRUST | 529,867 | $19.8m | 8.9% |
| AMERICAN CENTY ETF TR | 214,854 | $17.8m | 8.0% |
| DFNM DIMENSIONAL ETF TRUST | 351,964 | $17.0m | 7.6% |
| DIMENSIONAL ETF TRUST | 266,963 | $11.1m | 5.0% |
| AVLV AMERICAN CENTY ETF TR | 102,182 | $9.3m | 4.2% |
| NNN AMERICAN CENTY ETF TR | 151,508 | $7.2m | 3.2% |
| DFIP DIMENSIONAL ETF TRUST | 159,371 | $6.6m | 2.9% |
| DIMENSIONAL ETF TRUST | 92,817 | $6.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056705")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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