Vestment Financial LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $39.1B, Dimensional ETF Tr Short Durat with a value of $18.9B, Dimensional ETF Tr Dimensional with a value of $16.6B, American Centy ETF Tr with a value of $13.1B, and Dimensional ETF Tr Natl Mun Bd with a value of $12.2B.
Examining the 13F form we can see an increase of $17.6B in the current position value, from $158B to 175B.
Vestment Financial LLC is based out at Chanhassen, MN
Below you can find more details about Vestment Financial LLC portfolio as well as his latest detailed transactions.
