Vested Financial Planning, LLC Top Holdings and 13F Report (2025) About Vested Financial Planning, LLCInvestment ActivityVested Financial Planning, LLC has $112.41 million in total holdings as of June 30, 2025.Vested Financial Planning, LLC owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.04% of the portfolio was purchased this quarter.About 4.50% of the portfolio was sold this quarter.This quarter, Vested Financial Planning, LLC has purchased 25 new stocks and bought additional shares in 10 stocks.Vested Financial Planning, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $34,318,755Dimensional World ex U.S. Core Equity 2 ETF $16,039,257Vanguard S&P 500 ETF $14,071,686Dimensional National Municipal Bond ETF $8,810,984Dimensional Core Fixed Income ETF $6,331,858 Largest New Holdings this Quarter 25434V831 - Dimensional US High Profitability ETF $5,930,875 Holding25434V583 - DIMENSIONAL ETF TRUST $796,535 Holding464289859 - iShares Core 80/20 Aggressive Allocation ETF $209,077 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 166,785 shares (about $5.93M)Vanguard S&P 500 ETF 2,614 shares (about $1.48M)Vanguard Tax-Exempt Bond ETF 17,786 shares (about $872.05K)DIMENSIONAL ETF TRUST 14,618 shares (about $796.54K)Vanguard Extended Market ETF 2,991 shares (about $576.40K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 83,078 shares (about $2.98M)Dimensional World ex U.S. Core Equity 2 ETF 33,515 shares (about $984.34K)Dimensional Core Fixed Income ETF 11,853 shares (about $500.91K)DIMENSIONAL ETF TRUST 7,253 shares (about $387.02K)SPDR Portfolio Developed World ex-US ETF 2,351 shares (about $95.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVested Financial Planning, 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$34,318,755$2,977,514 ▼-8.0%957,55530.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$16,039,257$984,336 ▼-5.8%546,11014.3%ETFVOOVanguard S&P 500 ETF$14,071,686$1,484,818 ▲11.8%24,77312.5%ETFDFNMDimensional National Municipal Bond ETF$8,810,984$139,681 ▲1.6%185,7687.8%ETFDFCFDimensional Core Fixed Income ETF$6,331,858$500,908 ▼-7.3%149,8315.6%ETFDUHPDimensional US High Profitability ETF$5,930,875$5,930,875 ▲New Holding166,7855.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$5,190,715$95,192 ▼-1.8%128,1974.6%ETFVTEBVanguard Tax-Exempt Bond ETF$5,067,450$872,048 ▲20.8%103,3544.5%ETFVXFVanguard Extended Market ETF$3,270,130$576,402 ▲21.4%16,9692.9%ETFAAPLApple$2,194,4980.0%10,6962.0%Computer and TechnologyDIMENSIONAL ETF TRUST$1,925,175$387,020 ▼-16.7%36,0791.7%GLOBAL EX US CORSPEMSPDR Portfolio Emerging Markets ETF$1,709,825$53,725 ▲3.2%40,0051.5%ETFVTIVanguard Total Stock Market ETF$915,5170.0%3,0120.8%ETFIUSBiShares Core Total USD Bond Market ETF$798,773$44,982 ▼-5.3%17,2780.7%ManufacturingDIMENSIONAL ETF TRUST$796,535$796,535 ▲New Holding14,6180.7%GLOBAL CORE PLUSAGGiShares Core U.S. Aggregate Bond ETF$636,611$13,195 ▲2.1%6,4170.6%FinanceSPYSPDR S&P 500 ETF Trust$605,237$8,029 ▲1.3%9800.5%FinanceQQQInvesco QQQ$579,2220.0%1,0500.5%FinanceEFAiShares MSCI EAFE ETF$452,811$4,737 ▲1.1%5,0660.4%FinanceIAGGiShares Core International Aggregate Bond ETF$449,482$71,576 ▼-13.7%8,7980.4%ETFSUSLiShares ESG MSCI USA Leaders ETF$426,9430.0%3,9400.4%ManufacturingVTVanguard Total World Stock ETF$375,475$27,370 ▲7.9%2,9220.3%ETFABNBAirbnb$330,331$43,012 ▲15.0%2,4960.3%Consumer DiscretionaryVGTVanguard Information Technology ETF$305,7720.0%4610.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$238,7450.0%2,6760.2%ManufacturingDFGRDimensional Global Real Estate ETF$226,606$1,020 ▼-0.4%8,4460.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$209,077$209,077 ▲New Holding2,5070.2%ETFJ P MORGAN EXCHANGE TRADED F$206,2300.0%4,1730.2%SUSTAINABLE MUNIShowing 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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