Vestment Financial LLC
42 holdingsFiling period: 2026-03-31Current AUM: $230.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.11M | $46.7M | $53.5M | 23.17% | +70.9K | 2026-03-31 |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 477.8K | $23.0M | $22.8M | 9.86% | +41.0K | 2026-03-31 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 520.5K | $19.7M | $21.1M | 9.15% | +10.2K | 2026-03-31 |
| 4 | AVXC | AMERICAN CENTY ETF TR | 221.5K | $16.8M | $19.2M | 8.33% | -2,876 | 2026-03-31 |
| 5 | DFNM | DIMENSIONAL ETF TRUST | 320.5K | $15.5M | $15.4M | 6.68% | +35.9K | 2026-03-31 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 253.0K | $9.9M | $11.1M | 4.83% | +10.6K | 2026-03-31 |
| 7 | AVLV | AMERICAN CENTY ETF TR | 99.6K | $8.5M | $9.7M | 4.21% | +4.6K | 2026-03-31 |
| 8 | AVRE | AMERICAN CENTY ETF TR | 154.8K | $7.4M | $8.2M | 3.56% | +2.2K | 2026-03-31 |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 158.5K | $6.7M | $6.5M | 2.81% | +4.2K | 2026-03-31 |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 88.0K | $5.9M | $6.6M | 2.88% | -701 | 2026-03-31 |
| 11 | SPYM | SPDR SERIES TRUST | 63.5K | $5.3M | $6.1M | 2.64% | +3.9K | 2026-03-31 |
| 12 | DIHP | DIMENSIONAL ETF TRUST | 135.3K | $4.6M | $5.0M | 2.15% | +6.0K | 2026-03-31 |
| 13 | DISV | DIMENSIONAL ETF TRUST | 108.5K | $4.5M | $4.9M | 2.11% | -267 | 2026-03-31 |
| 14 | AVIV | AMERICAN CENTY ETF TR | 55.2K | $4.4M | $4.7M | 2.04% | +3.5K | 2026-03-31 |
| 15 | QMOM | EA SERIES TRUST | 47.9K | $3.7M | $3.9M | 1.71% | -175 | 2026-03-31 |
| 16 | QVAL | EA SERIES TRUST | 64.8K | $3.6M | $4.0M | 1.74% | -506 | 2026-03-31 |
| 17 | IMOM | EA SERIES TRUST | 71.1K | $3.1M | $3.2M | 1.38% | +4.3K | 2026-03-31 |
| 18 | IVAL | EA SERIES TRUST | 82.0K | $2.9M | $3.1M | 1.34% | +4.2K | 2026-03-31 |
| 19 | DFAI | DIMENSIONAL ETF TRUST | 55.7K | $2.3M | $2.5M | 1.08% | -1,366 | 2026-03-31 |
| 20 | AVSU | AMERICAN CENTY ETF TR | 26.5K | $2.2M | $2.5M | 1.11% | +2.3K | 2026-03-31 |
| 21 | HIDE | EA SERIES TRUST | 77.7K | $1.9M | $1.9M | 0.83% | -- | 2026-03-31 |
| 22 | DFEM | DIMENSIONAL ETF TRUST | 46.8K | $1.8M | $2.0M | 0.85% | -2,807 | 2026-03-31 |
| 23 | BOXX | EA SERIES TRUST | 14.3K | $1.7M | $1.7M | 0.73% | +6.8K | 2026-03-31 |
| 24 | AVSD | AMERICAN CENTY ETF TR | 16.1K | $1.3M | $1.4M | 0.61% | +702 | 2026-03-31 |
| 25 | LOW | LOWES COS INC | 4.0K | $1.0M | $889K | 0.39% | -- | 2026-03-31 |
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