Vestment Financial LLC Top Holdings and 13F Report (2026) About Vestment Financial LLCInvestment ActivityVestment Financial LLC has $212.33 million in total holdings as of March 31, 2026.Vestment Financial LLC owns shares of 42 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.18% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Vestment Financial LLC has purchased 44 new stocks and bought additional shares in 20 stocks.Vestment Financial LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $46,697,160Dimensional Short-Duration Fixed Income ETF $23,035,018Dimensional International Core Equity 2 ETF $19,696,494AMERICAN CENTY ETF TR $16,812,458Dimensional National Municipal Bond ETF $15,514,028 Largest New Holdings this Quarter 02072L631 - Alpha Architect High Inflation and Deflation ETF $1,889,228 Holding45782C417 - Innovator U.S. Equity Power Buffer ETF - February $366,769 Holding45783Y350 - INNOVATOR ETFS TRUST $356,569 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 70,874 shares (about $2.99M)Dimensional Short-Duration Fixed Income ETF 41,032 shares (about $1.98M)Alpha Architect High Inflation and Deflation ETF 77,730 shares (about $1.89M)Dimensional National Municipal Bond ETF 35,938 shares (about $1.74M)Alpha Architect 1-3 Month Box ETF 6,804 shares (about $792.14K) Largest Sales this Quarter AMERICAN CENTY ETF TR 2,876 shares (about $218.26K)Dimensional Emerging Markets Core Equity 2 ETF 2,807 shares (about $107.65K)Dimensional International Core Equity Market ETF 1,366 shares (about $56.77K)Dimensional Emerging Core Equity Market ETF 1,456 shares (about $54.76K)Dimensional U.S. Targeted Value ETF 701 shares (about $46.69K) 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$46,697,160$2,985,923 ▲6.8%1,108,40622.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$23,035,018$1,978,152 ▲9.4%477,80610.8%ETFDFICDimensional International Core Equity 2 ETF$19,696,494$386,536 ▲2.0%520,5209.3%ETFAMERICAN CENTY ETF TR$16,812,458$218,264 ▼-1.3%221,5337.9%AVANTIS EMERGINGDFNMDimensional National Municipal Bond ETF$15,514,028$1,739,398 ▲12.6%320,5387.3%ETFDUHPDimensional US High Profitability ETF$9,950,669$418,549 ▲4.4%253,0054.7%ETFAVLVAvantis U.S. Large Cap Value ETF$8,502,207$396,722 ▲4.9%99,5694.0%ETFAVREAvantis Real Estate ETF$7,427,851$107,859 ▲1.5%154,8113.5%ETFDFIPDimensional Inflation-Protected Securities ETF$6,685,072$178,104 ▲2.7%158,5463.1%ETFDFATDimensional U.S. Targeted Value ETF$5,864,918$46,693 ▼-0.8%88,0492.8%ETFSPLGSPDR Portfolio S&P 500 ETF$5,294,531$327,259 ▲6.6%63,4682.5%ETFDIHPDimensional International High Profitability ETF$4,633,464$204,280 ▲4.6%135,3432.2%ETFDISVDimensional International Small Cap Value ETF$4,528,022$11,145 ▼-0.2%108,4822.1%ETFAVIVAvantis International Large Cap Value ETF$4,356,997$273,324 ▲6.7%55,1872.1%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$3,659,338$13,365 ▼-0.4%47,9161.7%ETFQVALAlpha Architect U.S. Quantitative Value ETF$3,580,512$27,949 ▼-0.8%64,8241.7%ETFIMOMAlpha Architect International Quantitative Momentum ETF$3,146,365$190,355 ▲6.4%71,0911.5%ETFIVALAlpha Architect International Quantitative Value ETF$2,904,669$147,624 ▲5.4%81,9711.4%ETFDFAIDimensional International Core Equity Market ETF$2,314,718$56,771 ▼-2.4%55,6961.1%ETFAVSUAvantis Responsible U.S. Equity ETF$2,157,580$185,921 ▲9.4%26,4591.0%ETFHIDEAlpha Architect High Inflation and Deflation ETF$1,889,228$1,889,228 ▲New Holding77,7300.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,795,567$107,647 ▼-5.7%46,8210.8%ETFBOXXAlpha Architect 1-3 Month Box ETF$1,661,227$792,136 ▲91.1%14,2690.8%ETFAVSDAvantis Responsible International Equity ETF$1,286,932$56,075 ▲4.6%16,1110.6%ETFLOWLowe's Companies$1,011,6400.0%3,9940.5%Retail/WholesaleVOOVanguard S&P 500 ETF$1,010,5390.0%1,5510.5%ETFDFAEDimensional Emerging Core Equity Market ETF$923,854$54,760 ▼-5.6%24,5640.4%ETFAAPLApple$665,3900.0%2,4370.3%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$584,665$20,321 ▼-3.4%11,1920.3%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$578,497$22,718 ▲4.1%7,7920.3%ETFSCHMSchwab U.S. Mid-Cap ETF$571,413$36,067 ▼-5.9%16,8410.3%ETFAVESAvantis Emerging Markets Value ETF$549,026$28,090 ▼-4.9%8,3850.3%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$366,769$366,769 ▲New Holding8,7430.2%ETFERETiShares Environmentally Aware Real Estate ETF$362,505$14,010 ▲4.0%12,3420.2%ETFINNOVATOR ETFS TRUST$356,569$356,569 ▲New Holding11,5290.2%INTL DEVELOPED PDEHPDimensional Emerging Markets High Profitability ETF$352,365$46,611 ▼-11.7%9,2530.2%ETFACWViShares MSCI Global Min Vol Factor ETF$344,877$71,636 ▲26.2%2,8260.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$337,319$14,825 ▼-4.2%7,4860.2%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$254,163$22,391 ▲9.7%5,4600.1%TransportationSPMDSPDR Portfolio S&P 400 Mid Cap ETF$236,5960.0%3,6790.1%ETFVIGVanguard Dividend Appreciation ETF$216,8730.0%9540.1%ETFMSFTMicrosoft$212,7980.0%5090.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$0$1,168,210 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$485,351 ▼-100.0%00.0%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$0$426,387 ▼-100.0%00.0%ETFINNOVATOR ETFS TRUST$0$332,476 ▼-100.0%00.0%INTL DEVELOPEDDFASDimensional U.S. Small Cap ETF$0$208,321 ▼-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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