Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vested Financial Planning, LLC (CIK 2044679) reported $131.3M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($38.1M, 29.04%), DFAX ($18.7M, 14.25%), VOO ($16.6M, 12.62%), DFNM ($9.7M, 7.40%), DFCF ($7.4M, 5.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $38.1M | 29.04% | 980,912 | Trimmed |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $18.7M | 14.25% | 550,554 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $16.6M | 12.62% | 27,724 | Added |
| 4 | DFNM | DIMENSIONAL ETF TRUST | $9.7M | 7.40% | 202,623 | Trimmed |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $7.4M | 5.61% | 174,360 | Added |
| 6 | SPDW | SPDR INDEX SHS FDS | $6.9M | 5.22% | 150,138 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $6.7M | 5.12% | 134,624 | Added |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $6.2M | 4.72% | 168,632 | Added |
| 9 | VXF | VANGUARD INDEX FDS | $4.0M | 3.06% | 19,488 | Added |
| 10 | AAPL | APPLE INC | $2.4M | 1.87% | 9,652 | Hold |
| 11 | DFGX | DIMENSIONAL ETF TRUST | $2.2M | 1.68% | 42,004 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $2.2M | 1.67% | 46,808 | Added |
| 13 | IUSB | ISHARES TR | $1.5M | 1.17% | 33,153 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $1.4M | 1.08% | 4,416 | Hold |
| 15 | DFGP | DIMENSIONAL ETF TRUST | $926,738 | 0.71% | 17,165 | Added |
| 16 | AGG | ISHARES TR | $874,186 | 0.67% | 8,806 | Added |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $861,807 | 0.66% | 6,231 | Added |
| 18 | IAGG | ISHARES TR | $858,829 | 0.65% | 17,163 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $795,323 | 0.61% | 1,223 | Added |
| 20 | EFA | ISHARES TR | $645,957 | 0.49% | 6,650 | Added |
| 21 | QQQ | INVESCO QQQ TR | $606,039 | 0.46% | 1,050 | Hold |
| 22 | VGT | VANGUARD WORLD FD | $321,649 | 0.25% | 461 | Hold |
| 23 | SUSL | ISHARES TR | $289,619 | 0.22% | 2,549 | Trimmed |
| 24 | ABNB | AIRBNB INC | $270,614 | 0.21% | 2,143 | Hold |
| 25 | DFGR | DIMENSIONAL ETF TRUST | $274,412 | 0.21% | 10,324 | Added |
Source: SEC Form 13F filings · as of 2026-03-31