Vestment Financial

Vestment Financial as of March 31, 2025

Portfolio Holdings for Vestment Financial

Vestment Financial holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 23.2 $32M 975k 33.17
Dimensional Etf Trust Short Duration F (DFSD) 11.3 $16M 331k 47.59
Dimensional Etf Trust Intl Core Equity (DFIC) 9.5 $13M 476k 27.86
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.0 $9.8M 205k 47.68
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.2 $8.6M 324k 26.66
Dimensional Etf Trust Us High Profitab (DUHP) 5.1 $7.1M 213k 33.22
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.0 $5.5M 84k 65.51
Dimensional Etf Trust Inflation Prote (DFIP) 3.7 $5.2M 124k 42.23
American Centy Etf Tr Real Estate Etf (AVRE) 3.7 $5.2M 119k 43.25
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.0 $4.2M 81k 51.90
Spdr Ser Tr Portfolio S&p500 (SPYM) 2.3 $3.2M 48k 66.11
Dimensional Etf Trust Intl Small Cap V (DISV) 2.2 $3.1M 105k 29.19
Dimensional Etf Trust Intl High Profit (DIHP) 2.2 $3.0M 111k 27.06
Ea Series Trust Us Quan Value (QVAL) 1.9 $2.6M 62k 43.00
Ea Series Trust Us Quan Momentum (QMOM) 1.9 $2.6M 44k 59.37
American Centy Etf Tr International Lr (AVIV) 1.8 $2.5M 43k 56.80
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $2.0M 63k 31.33
Ea Series Trust Intl Quan Value (IVAL) 1.1 $1.6M 62k 25.59
Ea Series Trust Intl Quan Momntm (IMOM) 1.1 $1.5M 55k 28.29
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.0 $1.4M 53k 26.04
American Centy Etf Tr Avantis Respon U (AVSU) 0.8 $1.1M 18k 62.69
Lowe's Companies (LOW) 0.7 $935k 4.0k 234.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $811k 1.6k 516.69
American Centy Etf Tr Avantis Responsi (AVSD) 0.4 $617k 10k 60.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $586k 22k 26.40
Apple (AAPL) 0.4 $565k 2.5k 222.80
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.4 $556k 14k 40.02
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $509k 4.6k 111.51
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $483k 10k 47.54
Ishares Msci Gbl Min Vol (ACWV) 0.3 $408k 3.5k 116.65
Innovator Etfs Trust Innovator Intl D (IMAR) 0.3 $402k 15k 26.44
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $383k 7.4k 51.61
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $358k 3.6k 100.34
American Centy Etf Tr Avantis Responsi (AVSE) 0.2 $309k 6.0k 51.60
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.2 $266k 11k 25.44
Ishares Tr Envir Awr Rl Est (ERET) 0.2 $238k 9.3k 25.75
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $223k 5.6k 39.44
Microsoft Corporation (MSFT) 0.2 $214k 559.00 381.85