§ 13F · FUND PROFILE
Vested Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112.4T (13F)Positions · 28Turnover · — · Q4Filed · Jan 23, 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 · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 982K | $38.9T | 29.9% | +1% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 554K | $18.1T | 14.0% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 26K | $16.3T | 12.6% | +6% |
| 4 | DFNM | DIMENSIONAL ETF TRUST | 204K | $9.8T | 7.6% | +6% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 171K | $7.3T | 5.6% | +4% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 168K | $6.4T | 4.9% | −1% |
| 7 | SPDW | SPDR INDEX SHS FDS | 138K | $6.1T | 4.7% | +7% |
| 8 | VTEB | VANGUARD MUN BD FDS | 110K | $5.5T | 4.3% | +8% |
| 9 | VXF | VANGUARD INDEX FDS | 18K | $3.7T | 2.9% | +7% |
| 10 | AAPL | APPLE INC | 10K | $2.6T | 2.0% | ±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 $112414.6 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed