Vestment Financial LLC - Portfolio overview

Vestment Financial LLC has 45 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 21.46%
2. DFSD - DIMENSIONAL ETF TRUST, 10.59%
3. DFIC - DIMENSIONAL ETF TRUST, 9.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.