Vestment Financial LLC
Q4 2024 13F Holdings
- Locationchanhassen, MN
- Num holdings
38
- Value ($000)
$130,844
- Date Filed02/14/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $33.14M | 25 % | 953,698 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $14.64M | 11 % | 312,418 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $12.13M | 9 % | 468,513 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $8.84M | 7 % | 184,963 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.86M | 6 % | 302,109 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $6.51M | 5 % | 192,346 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $5.07M | 4 % | 75,428 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $4.77M | 4 % | 118,037 | ||
AVRE AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | $4.57M | 4 % | 110,580 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.05M | 3 % | 73,145 |
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