StockDriftsStockDriftsTop 41 Vestment Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 22.27% | 1.12M | $49.7M | +0.87%(+9.64K) | $34.91(+31.72%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.53% | 492.7K | $23.5M | +3.12%(+14.93K) | $47.52(-0.21%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.87% | 529.9K | $19.8M | +1.80%(+9.35K) | $27.57(+42.23%) | 2026-06-30 | |
| AVXC | AMERICAN CENTY ETF TR | 7.97% | 214.9K | $17.8M | -3.01%(-6.68K) | $56.19(+42.68%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 7.61% | 352.0K | $17.0M | +9.80%(+31.43K) | $48.02(-0.36%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.99% | 267.0K | $11.1M | +5.52%(+13.96K) | $34.49(+23.64%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 4.18% | 102.2K | $9.3M | +2.62%(+2.61K) | $67.50(+39.90%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 3.24% | 151.5K | $7.2M | -2.13%(-3.30K) | $44.28(+7.98%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 2.94% | 159.4K | $6.6M | +0.52%(+825) | $41.49(-2.30%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.88% | 92.8K | $6.4M | +5.42%(+4.77K) | $55.79(+29.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.00% |
Vestment Financial LLC reports $223.09M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (22.3%), DFSD (10.5%) and DFIC (8.9%). The top 20 holdings account for 92.86% of reported assets. Its disclosed equity book has returned +27.53% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vestment Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056705). View Vestment Financial LLC’s 13F filings on SEC