Data as of Q4 2025 (Dec 31, 2025)

Vestment Financial LLC

•CIK: 2056705•Filing: Q4 2025

**Vestment Financial LLC** manages $193M across a portfolio of 44 positions. The fund exhibits significant concentration in the digital asset and technology sectors, highlighted by its top holdings including DFAC at $42.2M and DFSD at $21.0M. Further substantial allocations are directed toward DFIC ($18.1M) and AVXC ($14.8M). This structure suggests a focused, high-conviction approach within growth-oriented market segments.

Total AUM
$192.8M
QoQ Performance
+10.0%
Positions
15
Top 10 Concentration
75.4%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFSD
DFIC
AVXC
DFNM
DFAC21.9%
DFSD10.9%
DFIC9.4%
AVXC7.7%
DFNM7.1%
DUHP4.9%
AVLV3.9%
AVRE3.5%

📈 Biggest Buys

DFSD
DIMENSIONAL ETF TRUST
+11.6%
10.9% of portfolio
DFNM
DIMENSIONAL ETF TRUST
+12.1%
7.1% of portfolio
DFAC
DIMENSIONAL ETF TRUST
+2.9%
21.9% of portfolio
BND
VANGUARD BD INDEX FDS
NEW
0.6% of portfolio
DFIP
DIMENSIONAL ETF TRUST
+12.3%
3.3% of portfolio

📉 Biggest Sells

DFEM
DIMENSIONAL ETF TRUST
-11.7%
0.9% of portfolio
PMAR
INNOVATOR ETFS TRUST
-41.2%
0.1% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-2.2%
2.9% of portfolio
DFAI
DIMENSIONAL ETF TRUST
-4.2%
1.2% of portfolio
QVAL
EA SERIES TRUST
-2.7%
1.7% of portfolio

Sector Breakdown

Other98.5%
Consumer0.6%
ETF0.5%
Technology0.5%

Changes from Q3 2025

NEW4 new positions
↑21 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAC21.9%
DIMENSIONAL ETF TRUST
$42.2M
DFSD10.9%
DIMENSIONAL ETF TRUST
$21.0M
DFIC9.4%
DIMENSIONAL ETF TRUST
$18.1M
AVXC7.7%
AMERICAN CENTY ETF TR
$14.8M
DFNM7.1%
DIMENSIONAL ETF TRUST
$13.8M

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