Top 42 Vestment Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.99% | 1.11M | $46.7M | +6.83%(+70.87K) | $34.86(+23.98%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.85% | 477.8K | $23.0M | +9.39%(+41.03K) | $47.51(+0.79%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.28% | 520.5K | $19.7M | +2.00%(+10.21K) | $27.42(+38.88%) | 2026-03-31 | |
| AVXC | AMERICAN CENTY ETF TR | 7.92% | 221.5K | $16.8M | -1.28%(-2.88K) | $56.19(+44.81%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 7.31% | 320.5K | $15.5M | +12.63%(+35.94K) | $48.02(+0.32%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.69% | 253.0K | $10.0M | +4.39%(+10.64K) | $34.25(+16.50%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4% | 99.6K | $8.5M | +4.89%(+4.65K) | $67.04(+31.66%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 3.5% | 154.8K | $7.4M | +1.47%(+2.25K) | $44.28(+7.20%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.15% | 158.5K | $6.7M | +2.74%(+4.22K) | $41.49(+1.63%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.76% | 88.0K | $5.9M | -0.79%(-701) | $55.26(+19.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.97% | +44.18% |
| Top 20 Holdings Unweighted | +16.83% | +59.45% |
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