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.
Vestment Financial LLC (CIK 2056705) reported $212.3M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($46.7M, 21.99%), DFSD ($23.0M, 10.85%), DFIC ($19.7M, 9.28%), AVXC ($16.8M, 7.92%), DFNM ($15.5M, 7.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $46.7M | 21.99% | 1.1M | Added |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $23.0M | 10.85% | 477,806 | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $19.7M | 9.28% | 520,520 | Added |
| 4 | AVXC | AMERICAN CENTY ETF TR | $16.8M | 7.92% | 221,533 | Trimmed |
| 5 | DFNM | DIMENSIONAL ETF TRUST | $15.5M | 7.31% | 320,538 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $10.0M | 4.69% | 253,005 | Added |
| 7 | AVLV | AMERICAN CENTY ETF TR | $8.5M | 4.00% | 99,569 | Added |
| 8 | AVRE | AMERICAN CENTY ETF TR | $7.4M | 3.50% | 154,811 | Added |
| 9 | DFIP | DIMENSIONAL ETF TRUST | $6.7M | 3.15% | 158,546 | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $5.9M | 2.76% | 88,049 | Trimmed |
| 11 | SPLG | SPDR SERIES TRUST | $5.3M | 2.49% | 63,468 | Added |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $4.6M | 2.18% | 135,343 | Added |
| 13 | DISV | DIMENSIONAL ETF TRUST | $4.5M | 2.13% | 108,482 | Trimmed |
| 14 | AVIV | AMERICAN CENTY ETF TR | $4.4M | 2.05% | 55,187 | Added |
| 15 | QMOM | EA SERIES TRUST | $3.7M | 1.72% | 47,916 | Trimmed |
| 16 | QVAL | EA SERIES TRUST | $3.6M | 1.69% | 64,824 | Trimmed |
| 17 | IMOM | EA SERIES TRUST | $3.1M | 1.48% | 71,091 | Added |
| 18 | IVAL | EA SERIES TRUST | $2.9M | 1.37% | 81,971 | Added |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $2.3M | 1.09% | 55,696 | Trimmed |
| 20 | AVSU | AMERICAN CENTY ETF TR | $2.2M | 1.02% | 26,459 | Added |
| 21 | HIDE | EA SERIES TRUST | $1.9M | 0.89% | 77,730 | New |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $1.8M | 0.85% | 46,821 | Trimmed |
| 23 | BOXX | EA SERIES TRUST | $1.7M | 0.78% | 14,269 | Added |
| 24 | AVSD | AMERICAN CENTY ETF TR | $1.3M | 0.61% | 16,111 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $1.0M | 0.48% | 1,551 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31