StockDriftsStockDriftsTop 44 Vestment Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.05% | 1.21M | $53.8M | +8.46%(+94.58K) | $35.65(+25.85%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.42% | 501.8K | $23.3M | +1.84%(+9.08K) | $47.51(-1.63%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.53% | 571.5K | $21.3M | +7.85%(+41.59K) | $28.29(+32.66%) | 2026-09-30 | |
| AVXC | AMERICAN CENTY ETF TR | 8.35% | 228.0K | $18.7M | +6.13%(+13.17K) | $57.79(+35.53%) | 2026-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 8.32% | 402.6K | $18.6M | +14.38%(+50.60K) | $47.92(-2.52%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 4.23% | 104.8K | $9.5M | +2.56%(+2.61K) | $68.08(+36.55%) | 2026-09-30 | |
| AVRE | AMERICAN CENTY ETF TR | 2.98% | 152.6K | $6.7M | +0.70%(+1.07K) | $44.29(+0.70%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.91% | 98.6K | $6.5M | +6.20%(+5.76K) | $56.51(+19.73%) | 2026-09-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 2.74% | 157.2K | $6.1M | -1.34%(-2.14K) | $41.49(-4.79%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.61% | 65.1K | $5.8M | -0.39%(-258) | $70.01(+28.88%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.78% |
Vestment Financial LLC reports $223.75M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (24.1%), DFSD (10.4%) and DFIC (9.5%). The top 20 holdings account for 93.16% of reported assets. Its disclosed equity book has returned +25.93% cumulatively over 7 quarters. Figures reflect the Q3 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