Vestment Financial LLC
Q3 2025 13F Holdings
- Locationchanhassen, MN
- Num holdings
40
- Value ($000)
$175,281
- Date Filed10/16/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $39.08M | 22 % | 1,008,702 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $18.9M | 11 % | 391,336 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $16.62M | 10 % | 504,407 | ||
AMERICAN CENTY ETF TR | AVANTIS EMERGING | 02507A101 | $13.15M | 8 % | 217,547 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $12.19M | 7 % | 253,856 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.92M | 5 % | 234,156 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $6.83M | 4 % | 94,194 | ||
AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | $6.15M | 4 % | 138,506 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $5.81M | 3 % | 137,367 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $5.3M | 3 % | 90,718 |
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