§ 13F · FUND PROFILE
Vestment Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.7T (13F)Positions · 39Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$192.8T deployed
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 | 1.04M | $42.2T | 21.9% | NEW |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 437K | $21.0T | 10.9% | NEW |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 510K | $18.1T | 9.4% | NEW |
| 4 | AVXC | AMERICAN CENTY ETF TR | 224K | $14.8T | 7.7% | NEW |
| 5 | DFNM | DIMENSIONAL ETF TRUST | 285K | $13.8T | 7.1% | NEW |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 242K | $9.4T | 4.9% | NEW |
| 7 | AVLV | AMERICAN CENTY ETF TR | 95K | $7.5T | 3.9% | NEW |
| 8 | AVRE | AMERICAN CENTY ETF TR | 153K | $6.7T | 3.5% | NEW |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 154K | $6.4T | 3.3% | NEW |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 89K | $5.5T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTMENT SIGNAL
AC read
Vestment Financial LLC is a Other fund managing $157695.3 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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