Holdings of Vestment Financial LLC
29 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 84.7 % of the equity sleeve
Sector breakdown
- Consumer discretionary 0.7 %
- Funds 0.7 %
- Technology 0.6 %
- Unattributed 98.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 29 | 153.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Dimensional ETF Trust | 1,108,406 | 46.7M $ | |
| 2 | Dimensional International Core | 520,520 | 19.7M $ | |
| 3 | DFA Dimensional National Municipal Bond ETF | 320,538 | 15.5M $ | |
| 4 | Dimensional ETF Trust | 253,005 | 10M $ | |
| 5 | Avantis US Large Cap Value ETF | 99,569 | 8.5M $ | |
| 6 | Avantis Real Estate ETF | 154,811 | 7.4M $ | |
| 7 | Dimensional Inflation-Protecte | 158,546 | 6.7M $ | |
| 8 | Dimensional U S Targeted Value ETF | 88,049 | 5.9M $ | |
| 9 | SPDR Series Trust | 63,468 | 5.3M $ | |
| 10 | Dimensional International Smal | 108,482 | 4.5M $ | |
| 11 | Avantis International Large Cap Value ETF | 55,187 | 4.4M $ | |
| 12 | Alpha Architect US Quantitativ | 47,916 | 3.7M $ | |
| 13 | Alpha Architect International | 71,091 | 3.1M $ | |
| 14 | Dimensional ETF Trust | 55,696 | 2.3M $ | |
| 15 | Alpha Architect High Inflation And Deflation ETF | 77,730 | 1.9M $ | |
| 16 | Alpha Architect 1-3 Month Box | 14,269 | 1.7M $ | |
| 17 | Lowe's Cos Inc | 3,994 | 1M $ | |
| 18 | Vanguard S&P 500 ETF | 1,551 | 1M $ | |
| 19 | Dimensional ETF Trust | 24,564 | 923.9K $ | |
| 20 | Apple Inc | 2,437 | 665.4K $ | |
| 21 | Avantis Emerging Markets Value ETF | 8,385 | 549K $ | |
| 22 | Innovator U.S. Equity Power Bu | 8,743 | 366.8K $ | |
| 23 | DFA Dimensional Emerging Mkts High Proftblty ETF | 9,253 | 352.4K $ | |
| 24 | iShares MSCI Global Min Vol Factor ETF | 2,826 | 344.9K $ | |
| 25 | Innovator U.S. Equity Power Bu | 7,486 | 337.3K $ | |
| 26 | Innovator U.S. Equity Power Bu | 5,460 | 254.2K $ | |
| 27 | SPDR Series Trust | 3,679 | 236.6K $ | |
| 28 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 954 | 216.9K $ | |
| 29 | Microsoft Corp | 509 | 212.8K $ | |