Vestment Financial LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$192.8B

Holdings

44

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (44 positions)

#StockSharesValue% PortfolioType
1
DFACDIMENSIONAL ETF TRUST
1,037,532$42.2B21.89%
2
DFSDDIMENSIONAL ETF TRUST
436,774$21.0B10.87%
3
DFICDIMENSIONAL ETF TRUST
510,305$18.1B9.37%
4
AVXCAMERICAN CENTY ETF TR
224,409$14.8B7.69%
5
DFNMDIMENSIONAL ETF TRUST
284,600$13.8B7.15%
6
DUHPDIMENSIONAL ETF TRUST
242,363$9.4B4.86%
7
AVLVAMERICAN CENTY ETF TR
94,923$7.5B3.90%
8
AVREAMERICAN CENTY ETF TR
152,563$6.7B3.48%
9
DFIPDIMENSIONAL ETF TRUST
154,322$6.4B3.33%
10
DFATDIMENSIONAL ETF TRUST
88,750$5.5B2.88%
11
SPYMSPDR SERIES TRUST
59,545$4.9B2.52%
12
DISVDIMENSIONAL ETF TRUST
108,749$4.2B2.20%
13
DIHPDIMENSIONAL ETF TRUST
129,376$4.2B2.19%
14
AVIVAMERICAN CENTY ETF TR
51,725$3.8B1.96%
15
QVALEA SERIES TRUST
65,330$3.3B1.73%
16
QMOMEA SERIES TRUST
48,091$3.3B1.70%
17
IMOMEA SERIES TRUST
66,790$2.7B1.42%
18
IVALEA SERIES TRUST
77,805$2.5B1.30%
19
DFAIDIMENSIONAL ETF TRUST
57,062$2.2B1.16%
20
AVSUAMERICAN CENTY ETF TR
24,179$1.9B0.98%
21
DFEMDIMENSIONAL ETF TRUST
49,628$1.7B0.88%
22
AVSDAMERICAN CENTY ETF TR
15,409$1.2B0.61%
23
BNDVANGUARD BD INDEX FDS
15,725$1.2B0.61%
24
LOWLOWES COS INC
3,994$1.1B0.55%
25
VOOVANGUARD INDEX FDS
1,551$990.0M0.51%
26
DFAEDIMENSIONAL ETF TRUST
26,020$881.0M0.46%
27
BOXXEA SERIES TRUST
7,465$860.0M0.45%
28
AAPLAPPLE INC
2,437$631.0M0.33%
29
DFSBDIMENSIONAL ETF TRUST
11,581$602.0M0.31%
30
SCHMSCHWAB STRATEGIC TR
17,904$567.0M0.29%
31
AVESAMERICAN CENTY ETF TR
8,814$529.0M0.27%
32
AVSEAMERICAN CENTY ETF TR
7,486$504.0M0.26%
33
BNDXVANGUARD CHARLOTTE FDS
9,999$485.0M0.25%
34
PAUGINNOVATOR ETFS TRUST
9,784$426.0M0.22%
35
DEHPDIMENSIONAL ETF TRUST
10,477$353.0M0.18%
36
POCTINNOVATOR ETFS TRUST
7,815$345.0M0.18%
37
IAUGINNOVATOR ETFS TRUST
11,515$332.0M0.17%
38
ERETISHARES TR
11,865$323.0M0.17%
39
ACWVISHARES INC
2,239$267.0M0.14%
40
MSFTMICROSOFT CORP
509$243.0M0.13%
41
PMARINNOVATOR ETFS TRUST
4,979$224.0M0.12%
42
SPMDSPDR SERIES TRUST
3,679$223.0M0.12%
43
VIGVANGUARD SPECIALIZED FUNDS
954$214.0M0.11%
44
DFASDIMENSIONAL ETF TRUST
2,837$208.0M0.11%