§ 13F · FUND PROFILE
Vested Financial Planning, LLC.
AUM · $149M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 966K | $43M | 28.8% | −2% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 527K | $19M | 13.1% | −4% |
| 3 | VOO | VANGUARD INDEX FDS | 28K | $19M | 13.0% | +2% |
| 4 | DFNM | DIMENSIONAL ETF TRUST | 245K | $12M | 8.0% | +21% |
| 5 | VTEB | VANGUARD MUN BD FDS | 169K | $9M | 5.7% | +25% |
| 6 | SPDW | SPDR INDEX SHS FDS | 151K | $8M | 5.1% | +1% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 178K | $8M | 5.0% | +2% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 176K | $7M | 4.9% | +4% |
| 9 | VXF | VANGUARD INDEX FDS | 20K | $5M | 3.3% | +1% |
| 10 | AAPL | APPLE INC | 9K | $3M | 1.8% | −2% |
§ 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 $149 million in assets. The fund runs a focused portfolio of just 29 positions.
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