§ 13F · FUND PROFILE
Vested Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $123M (13F)Positions · 30Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 981K | $38M | 29.0% | ±0% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 551K | $19M | 14.2% | −1% |
| 3 | VOO | VANGUARD INDEX FDS | 28K | $17M | 12.6% | +6% |
| 4 | DFNM | DIMENSIONAL ETF TRUST | 203K | $10M | 7.4% | −1% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 174K | $7M | 5.6% | +2% |
| 6 | SPDW | SPDR INDEX SHS FDS | 150K | $7M | 5.2% | +9% |
| 7 | VTEB | VANGUARD MUN BD FDS | 135K | $7M | 5.1% | +22% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 169K | $6M | 4.7% | ±0% |
| 9 | VXF | VANGUARD INDEX FDS | 19K | $4M | 3.1% | +9% |
| 10 | AAPL | APPLE INC | 10K | $2M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTED SIGNAL
AC read
Vested Financial Planning, LLC is a Other fund managing $123 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed