Vestment Financial LLC
Q4 2025 13F Holdings
- Locationchanhassen, MN
- Num holdings
44
- Value ($000)
$192,829
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $42.21M | 22 % | 1,037,532 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $20.96M | 11 % | 436,774 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $18.06M | 9 % | 510,305 | ||
AMERICAN CENTY ETF TR | AVANTIS EMERGING | 02507A101 | $14.83M | 8 % | 224,409 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $13.78M | 7 % | 284,600 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.36M | 5 % | 242,363 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $7.51M | 4 % | 94,923 | ||
AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | $6.71M | 4 % | 152,563 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $6.43M | 3 % | 154,322 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $5.55M | 3 % | 88,750 |
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