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VESTMENT FINANCIAL LLC
VESTMENT FINANCIAL LLC
Latest filing: 2026-06-30
VESTMENT FINANCIAL LLC runs VESTMENT FINANCIAL LLC and currently holds 41 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $223.09M. Their top holdings are DFAC, DFSD, DFIC, AVXC, DFNM. The top five represent 57.3% of reported portfolio weight. VESTMENT FINANCIAL LLC ranks #876 out of 1000 investors tracked by Alpha Score. They added to 12 existing positions. They trimmed 10 positions. Their current best-performing preview position is AVXC with returns of +23.74%.
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41 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 22.27% | $35.09 | $45.61 | +29.98% | Added +0.87% |
 DFSD DIMENSIONAL ETF TRUST | 10.53% | $47.26 | $47.31 | +0.11% | Added +3.12% |
 DFIC DIMENSIONAL ETF TRUST | 8.87% | $26.68 | $39.39 | +47.64% | Added +1.80% |
 AVXC AMERICAN CENTY ETF TR | 7.97% | $58.73 | $81.67 | +39.06% | Trimmed -3.01% |
 DFNM DIMENSIONAL ETF TRUST | 7.61% | $47.85 | $47.58 | -0.56% | Added +9.80% |
 DUHP DIMENSIONAL ETF TRUST | 4.99% | $34.60 | $42.39 | +22.51% | Added +5.52% |
 AVLV AMERICAN CENTY ETF TR | 4.18% | $68.25 | $94.63 | +38.64% | Added +2.62% |
 AVRE AMERICAN CENTY ETF TR | 3.24% | $42.46 | $48.26 | +13.66% | Trimmed -2.13% |
 DFIP DIMENSIONAL ETF TRUST | 2.94% | $40.83 | $40.33 | -1.24% | Added +0.52% |
 DFAT DIMENSIONAL ETF TRUST | 2.88% | $55.99 | $71.70 | +28.06% | Added +5.42% |
Showing 1-10 of 41