The Analysis of Vestment Financial LLC's Holdings
Currently, Vestment Financial LLC holds 44 types of securities in its portfolio with a total value $192.8M. In the most recent quarter, they have increased their positions in DFSD (+45.4K shares, valued at $2.2M), DFNM (+30.7K shares, valued at $1.5M), DFAC (+28.8K shares, valued at $1.2M); decreased their positions in DFEM (-6.6K shares, valued at $225.6K), PMAR (-3.5K shares, valued at $157.7K), DFAT (-2.0K shares, valued at $123.0K); initiated new positions in BND (+15.7K shares, valued at $1.2M), BNDX (+10.0K shares, valued at $485.4K), POCT (+7.8K shares, valued at $345.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.0M shares2.86%2025-12-312026-01-23
DFSD DIMENSIONAL ETF TRUST436.8K shares11.61%2025-12-312026-01-23 DFIC DIMENSIONAL ETF TRUST510.3K shares1.17%2025-12-312026-01-23 AVXC AMERICAN CENTY ETF TR224.4K shares3.15%2025-12-312026-01-23 DFNM DIMENSIONAL ETF TRUST284.6K shares12.11%2025-12-312026-01-23 DUHP DIMENSIONAL ETF TRUST242.4K shares3.50%2025-12-312026-01-23 AVLV AMERICAN CENTY ETF TR94.9K shares0.77%2025-12-312026-01-23 AVRE AMERICAN CENTY ETF TR152.6K shares10.15%2025-12-312026-01-23 DFIP DIMENSIONAL ETF TRUST154.3K shares12.34%2025-12-312026-01-23 DFAT DIMENSIONAL ETF TRUST88.8K shares-2.17%2025-12-312026-01-23 SPYM SPDR SERIES TRUST59.5K shares3.83%2025-12-312026-01-23 DISV DIMENSIONAL ETF TRUST108.7K shares1.04%2025-12-312026-01-23 DIHP DIMENSIONAL ETF TRUST129.4K shares2.65%2025-12-312026-01-23 AVIV AMERICAN CENTY ETF TR51.7K shares6.51%2025-12-312026-01-23 QVAL EA SERIES TRUST65.3K shares-2.74%2025-12-312026-01-23 QMOM EA SERIES TRUST48.1K shares-0.74%2025-12-312026-01-23 IMOM EA SERIES TRUST66.8K shares7.60%2025-12-312026-01-23 IVAL EA SERIES TRUST77.8K shares8.03%2025-12-312026-01-23 DFAI DIMENSIONAL ETF TRUST57.1K shares-4.21%2025-12-312026-01-23 AVSU AMERICAN CENTY ETF TR24.2K shares-2.75%2025-12-312026-01-23 DFEM DIMENSIONAL ETF TRUST49.6K shares-11.70%2025-12-312026-01-23 AVSD AMERICAN CENTY ETF TR15.4K shares12.06%2025-12-312026-01-23 BND VANGUARD BD INDEX FDS15.7K sharesnew addition2025-12-312026-01-23 LOW LOWES COS INC4.0K shares0.00%2025-12-312026-01-23 DFAE DIMENSIONAL ETF TRUST26.0K shares-2.02%2025-12-312026-01-23 BOXX EA SERIES TRUST7.5K shares4.83%2025-12-312026-01-23 AAPL APPLE INC2.4K shares0.04%2025-12-312026-01-23 DFSB DIMENSIONAL ETF TRUST11.6K shares15.14%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR17.9K shares-7.66%2025-12-312026-01-23 AVES AMERICAN CENTY ETF TR8.8K shares-12.11%2025-12-312026-01-23 AVSE AMERICAN CENTY ETF TR7.5K shares-2.56%2025-12-312026-01-23 BNDX VANGUARD CHARLOTTE FDS10.0K sharesnew addition2025-12-312026-01-23 PAUG INNOVATOR ETFS TRUST9.8K shares-0.14%2025-12-312026-01-23 DEHP DIMENSIONAL ETF TRUST10.5K shares0.02%2025-12-312026-01-23 POCT INNOVATOR ETFS TRUST7.8K sharesnew addition2025-12-312026-01-23 IAUG INNOVATOR ETFS TRUST11.5K shares0.00%2025-12-312026-01-23 ERET ISHARES TR11.9K shares0.92%2025-12-312026-01-23 ACWV ISHARES INC2.2K shares-19.92%2025-12-312026-01-23 MSFT MICROSOFT CORP509 shares0.00%2025-12-312026-01-23 PMAR INNOVATOR ETFS TRUST5.0K shares-41.22%2025-12-312026-01-23 SPMD SPDR SERIES TRUST3.7K shares0.00%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS954 shares0.00%2025-12-312026-01-23 DFAS DIMENSIONAL ETF TRUST2.8K sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available