Vestment Financial LLC

Est. AUM

$212.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$46.7M	1108406	21.99%	SOLE
2	DIMENSIONAL ETF TRUST	SHORT DURATION F	$23.0M	477806	10.85%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$19.7M	520520	9.28%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$16.8M	221533	7.92%	SOLE
5	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$15.5M	320538	7.31%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$10.0M	253005	4.69%	SOLE
7	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.5M	99569	4.00%	SOLE
8	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$7.4M	154811	3.50%	SOLE
9	DIMENSIONAL ETF TRUST	INFLATION PROTE	$6.7M	158546	3.15%	SOLE
10	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.9M	88049	2.76%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	63468	2.49%	SOLE
12	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$4.6M	135343	2.18%	SOLE
13	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.5M	108482	2.13%	SOLE
14	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$4.4M	55187	2.05%	SOLE
15	EA SERIES TRUST	US QUAN MOMENTUM	$3.7M	47916	1.72%	SOLE
16	EA SERIES TRUST	US QUAN VALUE	$3.6M	64824	1.69%	SOLE
17	EA SERIES TRUST	INTL QUAN MOMNTM	$3.1M	71091	1.48%	SOLE
18	EA SERIES TRUST	INTL QUAN VALUE	$2.9M	81971	1.37%	SOLE
19	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.3M	55696	1.09%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$2.2M	26459	1.02%	SOLE
21	EA SERIES TRUST	ALPHA ARCHITECT	$1.9M	77730	0.89%	SOLE
22	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.8M	46821	0.85%	SOLE
23	EA SERIES TRUST	ALPHA ARCH 1-3	$1.7M	14269	0.78%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$1.3M	16111	0.61%	SOLE
25	LOWES COS INC	COM	$1.0M	3994	0.48%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	1551	0.48%	SOLE
27	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$924K	24564	0.44%	SOLE
28	APPLE INC	COM	$665K	2437	0.31%	SOLE
29	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$585K	11192	0.28%	SOLE
30	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$578K	7792	0.27%	SOLE
31	SCHWAB STRATEGIC TR	US MID-CAP ETF	$571K	16841	0.27%	SOLE
32	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$549K	8385	0.26%	SOLE
33	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$367K	8743	0.17%	SOLE
34	ISHARES TR	ENVIR AWR RL EST	$363K	12342	0.17%	SOLE
35	INNOVATOR ETFS TRUST	INTL DEVELOPED P	$357K	11529	0.17%	SOLE
36	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$352K	9253	0.17%	SOLE
37	ISHARES INC	MSCI GBL MIN VOL	$345K	2826	0.16%	SOLE
38	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$337K	7486	0.16%	SOLE
39	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$254K	5460	0.12%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$237K	3679	0.11%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$217K	954	0.10%	SOLE
42	MICROSOFT CORP	COM	$213K	509	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.