Vestment Financial LLC

CHANHASSEN, MN · CIK 2056705 · 13F filing filed 2026-07-24

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.

$223.1m reported value +5.1% vs Q1 2026

41positions

75.5%in top 10

0 new 22 added 11 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

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	1,118,049	$49.7m22.27%	22.27%	Added +9.6k	+9,643 0.9%
2	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	492,736	$23.5m10.53%	10.53%	Added +14.9k	+14,930 3.1%
3	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	529,867	$19.8m8.87%	8.87%	Added +9.3k	+9,347 1.8%
4	AMERICAN CENTY ETF TR AVANTIS EMERGING AVXC	AVXC	214,854	$17.8m7.97%	7.97%	Reduced -6.7k	-6,679 -3.0%
5	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	351,964	$17.0m7.61%	7.61%	Added +31.4k	+31,426 9.8%
6	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		266,963	$11.1m4.99%	4.99%	Added +14.0k	+13,958 5.5%
7	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	102,182	$9.3m4.18%	4.18%	Added +2.6k	+2,613 2.6%
8	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	151,508	$7.2m3.24%	3.24%	Reduced -3.3k	-3,303 -2.1%
9	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	159,371	$6.6m2.94%	2.94%	Added +825	+825 0.5%
10	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	92,817	$6.4m2.88%	2.88%	Added +4.8k	+4,768 5.4%
11	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	65,392	$5.8m2.59%	2.59%	Added +1.9k	+1,924 3.0%
12	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	139,964	$4.8m2.13%	2.13%	Added +4.6k	+4,621 3.4%
13	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	57,083	$4.5m2.00%	2.00%	Added +1.9k	+1,896 3.4%
14	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	108,272	$4.4m1.97%	1.97%	Reduced -210	-210 -0.2%
15	EA SERIES TRUST US QUAN MOMENTUM QMOM	QMOM	49,076	$3.8m1.69%	1.69%	Added +1.2k	+1,160 2.4%
16	EA SERIES TRUST US QUAN VALUE QVAL	QVAL	66,778	$3.8m1.68%	1.68%	Added +2.0k	+1,954 3.0%
17	EA SERIES TRUST ALPHA ARCHITECT HIDE	HIDE	140,010	$3.4m1.51%	1.51%	Added +62.3k	+62,280 80.1%
18	EA SERIES TRUST INTL QUAN MOMNTM IMOM	IMOM	72,461	$3.0m1.36%	1.36%	Added +1.4k	+1,370 1.9%
19	EA SERIES TRUST INTL QUAN VALUE IVAL	IVAL	84,126	$2.9m1.30%	1.30%	Added +2.2k	+2,155 2.6%
20	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	29,043	$2.6m1.15%	1.15%	Added +2.6k	+2,584 9.8%
21	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	54,872	$2.3m1.02%	1.02%	Reduced -824	-824 -1.5%
22	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	46,104	$1.8m0.82%	0.82%	Reduced -717	-717 -1.5%
23	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	13,864	$1.6m0.73%	0.73%	Reduced -405	-405 -2.8%
24	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	16,685	$1.3m0.60%	0.60%	Added +574	+574 3.6%
25	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,551	$1.1m0.48%	0.48%	Unchanged
26	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	24,119	$947.2k0.42%	0.42%	Reduced -445	-445 -1.8%
27	LOWES COS INC COM LOW	LOW	3,994	$850.7k0.38%	0.38%	Unchanged
28	APPLE INC COM AAPL	AAPL	2,442	$772.1k0.35%	0.35%	Added +5	+5 0.2%
29	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSE	AVSE	8,098	$643.9k0.29%	0.29%	Added +306	+306 3.9%
30	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	11,989	$620.1k0.28%	0.28%	Added +797	+797 7.1%
31	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	15,780	$565.2k0.25%	0.25%	Reduced -1.1k	-1,061 -6.3%
32	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	7,814	$506.1k0.23%	0.23%	Reduced -571	-571 -6.8%
33	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	9,255	$385.9k0.17%	0.17%	Added +2	+2 0.0%
34	INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB	PFEB	8,743	$377.7k0.17%	0.17%	Unchanged
35	INNOVATOR ETFS TRUST INTL DEVELOPED P IFEB	IFEB	11,529	$361.1k0.16%	0.16%	Unchanged
36	INNOVATOR ETFS TRUST US EQTY PWR BUF POCT	POCT	7,486	$348.8k0.16%	0.16%	Unchanged
37	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	2,680	$326.9k0.15%	0.15%	Reduced -146	-146 -5.2%
38	ISHARES TR ENVIR AWR RL EST ERET	ERET	10,516	$304.1k0.14%	0.14%	Reduced -1.8k	-1,826 -14.8%
39	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	5,460	$262.0k0.12%	0.12%	Unchanged
40	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	3,679	$244.1k0.11%	0.11%	Unchanged
41	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	954	$227.6k0.10%	0.10%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MICROSOFT CORP MSFT	MSFT	509	$212.8k509 shares