§ 13F · FUND PROFILE
Vestment Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158M (13F)Positions · 39Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.11M | $47M | 22.0% | +7% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 478K | $23M | 10.8% | +9% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 521K | $20M | 9.3% | +2% |
| 4 | AVXC | AMERICAN CENTY ETF TR | 222K | $17M | 7.9% | −1% |
| 5 | DFNM | DIMENSIONAL ETF TRUST | 321K | $16M | 7.3% | +13% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 253K | $10M | 4.7% | +4% |
| 7 | AVLV | AMERICAN CENTY ETF TR | 100K | $9M | 4.0% | +5% |
| 8 | AVRE | AMERICAN CENTY ETF TR | 155K | $7M | 3.5% | +1% |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 159K | $7M | 3.1% | +3% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 88K | $6M | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTMENT SIGNAL
AC read
Vestment Financial LLC is a Other fund managing $158 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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