Vestment Financial LLC

CHANHASSEN, MN · CIK 2056705 · 13F filing filed 2025-10-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChanhassen, MN

$175.3m reported value +11.2% vs Q2 2025

40positions

75.9%in top 10

3 new 25 added 7 reduced 2 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,008,702	$39.1m22.30%	22.30%	Added +3.9k	+3,929 0.4%
2	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	391,336	$18.9m10.78%	10.78%	Added +36.6k	+36,641 10.3%
3	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	504,407	$16.6m9.48%	9.48%	Added +13.5k	+13,475 2.7%
4	AMERICAN CENTY ETF TR AVANTIS EMERGING AVXC	AVXC	217,547	$13.1m7.50%	7.50%	Added +128.3k	+128,304 143.8%
5	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	253,856	$12.2m6.95%	6.95%	Added +25.9k	+25,949 11.4%
6	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		234,156	$8.9m5.09%	5.09%	Added +6.3k	+6,341 2.8%
7	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	94,194	$6.8m3.90%	3.90%	Added +3.8k	+3,797 4.2%
8	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	138,506	$6.2m3.51%	3.51%	Added +10.0k	+9,967 7.8%
9	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	137,367	$5.8m3.32%	3.32%	Added +6.9k	+6,935 5.3%
10	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	90,718	$5.3m3.02%	3.02%	Added +2.8k	+2,834 3.2%
11	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	57,351	$4.5m2.58%	2.58%	Added +4.1k	+4,082 7.7%
12	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	126,033	$3.9m2.21%	2.21%	Added +6.7k	+6,705 5.6%
13	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	107,629	$3.9m2.20%	2.20%	Added +595	+595 0.6%
14	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	48,565	$3.3m1.88%	1.88%	Added +3.2k	+3,175 7.0%
15	EA SERIES TRUST US QUAN VALUE QVAL	QVAL	67,169	$3.2m1.81%	1.81%	Added +1.4k	+1,427 2.2%
16	EA SERIES TRUST US QUAN MOMENTUM QMOM	QMOM	48,448	$3.1m1.79%	1.79%	Added +1.0k	+1,015 2.1%
17	EA SERIES TRUST INTL QUAN MOMNTM IMOM	IMOM	62,071	$2.3m1.30%	1.30%	Added +3.6k	+3,641 6.2%
18	EA SERIES TRUST INTL QUAN VALUE IVAL	IVAL	72,023	$2.2m1.25%	1.25%	Added +4.6k	+4,620 6.8%
19	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	59,573	$2.2m1.24%	1.24%	Reduced -76	-76 -0.1%
20	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	24,864	$1.8m1.05%	1.05%	Added +1.3k	+1,291 5.5%
21	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	56,204	$1.8m1.04%	1.04%	Reduced -133.3k	-133,350 -70.3%
22	LOWES COS INC COM LOW	LOW	3,994	$991.2k0.57%	0.57%	Unchanged
23	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	13,751	$989.6k0.56%	0.56%	Added +679	+679 5.2%
24	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,551	$954.5k0.54%	0.54%	Unchanged
25	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	26,556	$847.4k0.48%	0.48%	Reduced -19.8k	-19,794 -42.7%
26	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	7,121	$811.1k0.46%	0.46%	Added +2.5k	+2,467 53.0%
27	APPLE INC COM AAPL	AAPL	2,436	$628.6k0.36%	0.36%	Unchanged
28	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	19,389	$580.1k0.33%	0.33%	Reduced -2.1k	-2,130 -9.9%
29	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	10,029	$576.7k0.33%	0.33%	Reduced -142	-142 -1.4%
30	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	10,058	$537.3k0.31%	0.31%	Added +1.0k	+1,027 11.4%
31	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSE	AVSE	7,683	$494.1k0.28%	0.28%	Added +274	+274 3.7%
32	INNOVATOR ETFS TRUST US EQTY PWR BF PAUG	PAUG	9,798	$416.7k0.24%	0.24%	New
33	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	8,470	$372.4k0.21%	0.21%	Reduced -5.4k	-5,423 -39.0%
34	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	2,796	$334.5k0.19%	0.19%	Reduced -261	-261 -8.5%
35	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	10,475	$324.8k0.19%	0.19%	Added +4	+4 0.0%
36	ISHARES TR ENVIR AWR RL EST ERET	ERET	11,757	$322.3k0.18%	0.18%	Added +395	+395 3.5%
37	INNOVATOR ETFS TRUST INTL DEVELOPED IAUG	IAUG	11,515	$321.8k0.18%	0.18%	New
38	MICROSOFT CORP COM MSFT	MSFT	509	$263.1k0.15%	0.15%	Unchanged
39	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	3,679	$211.5k0.12%	0.12%	Unchanged
40	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	954	$207.1k0.12%	0.12%	New

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TRUST IMAR	IMAR	15,187	$428.9k15.2k shares
DIMENSIONAL ETF TRUST DFIV	DFIV	5,643	$243.2k5.6k shares