Vestment Financial LLC Top Holdings and 13F Report (2025) About Vestment Financial LLCInvestment ActivityVestment Financial LLC has $157.70 million in total holdings as of June 30, 2025.Vestment Financial LLC owns shares of 39 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 8.52% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Vestment Financial LLC has purchased 38 new stocks and bought additional shares in 25 stocks.Vestment Financial LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $36,337,615Dimensional Short-Duration Fixed Income ETF $17,016,355Dimensional International Core Equity 2 ETF $15,276,493Dimensional National Municipal Bond ETF $10,810,759Dimensional US High Profitability ETF $8,170,571 Largest New Holdings this Quarter 02507A101 - AMERICAN CENTY ETF TR $5,081,483 Holding78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $203,485 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 89,243 shares (about $5.08M)Dimensional Short-Duration Fixed Income ETF 23,372 shares (about $1.12M)Dimensional National Municipal Bond ETF 23,322 shares (about $1.11M)Dimensional U.S. Core Equity 2 ETF 30,294 shares (about $1.10M)Dimensional US High Profitability ETF 14,715 shares (about $527.75K) Largest Sales this Quarter Dimensional Emerging Markets Core Equity 2 ETF 134,267 shares (about $4.01M)Dimensional Emerging Core Equity Market ETF 6,754 shares (about $196.50K)Dimensional International Core Equity Market ETF 3,652 shares (about $126.36K)iShares MSCI Global Min Vol Factor ETF 436 shares (about $51.63K)Microsoft 50 shares (about $24.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVestment Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$36,337,615$1,095,582 ▲3.1%1,004,77323.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$17,016,355$1,121,263 ▲7.1%354,69510.8%ETFDFICDimensional International Core Equity 2 ETF$15,276,493$463,617 ▲3.1%490,9329.7%ETFDFNMDimensional National Municipal Bond ETF$10,810,759$1,106,278 ▲11.4%227,9076.9%ETFDUHPDimensional US High Profitability ETF$8,170,571$527,753 ▲6.9%227,8155.2%ETFAVLVAvantis U.S. Large Cap Value ETF$6,252,656$437,700 ▲7.5%90,3974.0%ETFAVREAvantis Real Estate ETF$5,698,441$409,809 ▲7.7%128,5393.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,656,279$4,006,519 ▼-41.5%189,5543.6%ETFDFIPDimensional Inflation-Protected Securities ETF$5,446,838$291,067 ▲5.6%130,4323.5%ETFAMERICAN CENTY ETF TR$5,081,483$5,081,483 ▲New Holding89,2433.2%AVANTIS EMERGINGDFATDimensional U.S. Targeted Value ETF$4,899,557$361,541 ▲8.0%87,8843.1%ETFSPLGSPDR Portfolio S&P 500 ETF$3,881,706$406,541 ▲11.7%53,2692.5%ETFDISVDimensional International Small Cap Value ETF$3,530,294$77,378 ▲2.2%107,0342.2%ETFDIHPDimensional International High Profitability ETF$3,525,494$238,838 ▲7.3%119,3282.2%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$3,012,447$221,902 ▲8.0%47,4331.9%ETFQVALAlpha Architect U.S. Quantitative Value ETF$2,937,342$190,157 ▲6.9%65,7421.9%ETFAVIVAvantis International Large Cap Value ETF$2,837,785$127,041 ▲4.7%45,3901.8%ETFDFAIDimensional International Core Equity Market ETF$2,063,844$126,359 ▼-5.8%59,6491.3%ETFIMOMAlpha Architect International Quantitative Momentum ETF$1,944,561$125,633 ▲6.9%58,4301.2%ETFIVALAlpha Architect International Quantitative Value ETF$1,885,266$150,171 ▲8.7%67,4031.2%ETFAVSUAvantis Responsible U.S. Equity ETF$1,629,368$378,156 ▲30.2%23,5731.0%ETFDFAEDimensional Emerging Core Equity Market ETF$1,348,526$196,504 ▼-12.7%46,3500.9%ETFLOWLowe's Companies$908,3590.0%3,9940.6%Retail/WholesaleVOOVanguard S&P 500 ETF$883,070$10,248 ▼-1.1%1,5510.6%ETFAVSDAvantis Responsible International Equity ETF$880,693$189,115 ▲27.3%13,0720.6%ETFSCHMSchwab U.S. Mid-Cap ETF$611,680$19,187 ▼-3.0%21,5190.4%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$587,4660.0%13,8930.4%TransportationAVESAvantis Emerging Markets Value ETF$548,562$270 ▲0.0%10,1710.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$524,448$9,804 ▲1.9%4,6540.3%ETFAAPLApple$513,599$21,084 ▼-3.9%2,4360.3%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$472,867$84,457 ▲21.7%9,0310.3%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$435,822$83,588 ▲23.7%7,4090.3%ETFINNOVATOR ETFS TRUST$428,8790.0%15,1870.3%INNOVATOR INTL DACWViShares MSCI Global Min Vol Factor ETF$361,996$51,629 ▼-12.5%3,0570.2%ETFERETiShares Environmentally Aware Real Estate ETF$303,764$56,331 ▲22.8%11,3620.2%ETFDEHPDimensional Emerging Markets High Profitability ETF$294,272$84 ▲0.0%10,4710.2%ETFMSFTMicrosoft$249,463$24,505 ▼-8.9%5090.2%Computer and TechnologyDFIVDimensional International Value ETF$243,2150.0%5,6430.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$203,485$203,485 ▲New Holding3,6790.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$357,706 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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