The Analysis of Vestment Financial LLC's Holdings


Currently, Vestment Financial LLC holds 40 types of securities in its portfolio with a total value $175.3M. In the most recent quarter, they have increased their positions in AVXC (+128.3K shares, valued at $7.8M), DFSD (+36.6K shares, valued at $1.8M), DFNM (+25.9K shares, valued at $1.2M); decreased their positions in DFEM (-133.3K shares, valued at $4.3M), DFAE (-19.8K shares, valued at $631.6K), PMAR (-5.4K shares, valued at $238.4K); initiated new positions in PAUG (+9.8K shares, valued at $416.7K), IAUG (+11.5K shares, valued at $321.8K), VIG (+954 shares, valued at $207.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.0M shares0.39%2025-09-302025-10-16history
DFSD DIMENSIONAL ETF TRUST391.3K shares10.33%2025-09-302025-10-16history
DFIC DIMENSIONAL ETF TRUST504.4K shares2.74%2025-09-302025-10-16history
AVXC AMERICAN CENTY ETF TR217.5K shares143.77%2025-09-302025-10-16history
DFNM DIMENSIONAL ETF TRUST253.9K shares11.39%2025-09-302025-10-16history
DUHP DIMENSIONAL ETF TRUST234.2K shares2.78%2025-09-302025-10-16history
AVLV AMERICAN CENTY ETF TR94.2K shares4.20%2025-09-302025-10-16history
AVRE AMERICAN CENTY ETF TR138.5K shares7.75%2025-09-302025-10-16history
Sponsored
DFIP DIMENSIONAL ETF TRUST137.4K shares5.32%2025-09-302025-10-16history
DFAT DIMENSIONAL ETF TRUST90.7K shares3.22%2025-09-302025-10-16history
SPYM SPDR SERIES TRUST57.4K shares7.66%2025-09-302025-10-16history
DIHP DIMENSIONAL ETF TRUST126.0K shares5.62%2025-09-302025-10-16history
DISV DIMENSIONAL ETF TRUST107.6K shares0.56%2025-09-302025-10-16history
AVIV AMERICAN CENTY ETF TR48.6K shares6.99%2025-09-302025-10-16history
QVAL EA SERIES TRUST67.2K shares2.17%2025-09-302025-10-16history
QMOM EA SERIES TRUST48.4K shares2.14%2025-09-302025-10-16history
Sponsored
IMOM EA SERIES TRUST62.1K shares6.23%2025-09-302025-10-16history
IVAL EA SERIES TRUST72.0K shares6.85%2025-09-302025-10-16history
DFAI DIMENSIONAL ETF TRUST59.6K shares-0.13%2025-09-302025-10-16history
AVSU AMERICAN CENTY ETF TR24.9K shares5.48%2025-09-302025-10-16history
DFEM DIMENSIONAL ETF TRUST56.2K shares-70.35%2025-09-302025-10-16history
LOW LOWES COS INC4.0K shares0.00%2025-09-302025-10-16history
AVSD AMERICAN CENTY ETF TR13.8K shares5.19%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-16history
Sponsored
DFAE DIMENSIONAL ETF TRUST26.6K shares-42.71%2025-09-302025-10-16history
BOXX EA SERIES TRUST7.1K shares53.01%2025-09-302025-10-16history
AAPL APPLE INC2.4K shares0.00%2025-09-302025-10-16history
SCHM SCHWAB STRATEGIC TR19.4K shares-9.90%2025-09-302025-10-16history
AVES AMERICAN CENTY ETF TR10.0K shares-1.40%2025-09-302025-10-16history
DFSB DIMENSIONAL ETF TRUST10.1K shares11.37%2025-09-302025-10-16history
AVSE AMERICAN CENTY ETF TR7.7K shares3.70%2025-09-302025-10-16history
PAUG INNOVATOR ETFS TRUST9.8K sharesnew addition2025-09-302025-10-16history
Sponsored
PMAR INNOVATOR ETFS TRUST8.5K shares-39.03%2025-09-302025-10-16history
ACWV ISHARES INC2.8K shares-8.54%2025-09-302025-10-16history
DEHP DIMENSIONAL ETF TRUST10.5K shares0.04%2025-09-302025-10-16history
ERET ISHARES TR11.8K shares3.48%2025-09-302025-10-16history
IAUG INNOVATOR ETFS TRUST11.5K sharesnew addition2025-09-302025-10-16history
MSFT MICROSOFT CORP509 shares0.00%2025-09-302025-10-16history
SPMD SPDR SERIES TRUST3.7K shares0.00%2025-09-302025-10-16history
VIG VANGUARD SPECIALIZED FUNDS954 sharesnew addition2025-09-302025-10-16history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available