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Disclosery

13F-HR filed by Vestment Financial LLC

Vestment Financial LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-15, with 38 holding rows worth $139,354,757.

Accession
0001085146-25-002094
Filer
CIK 2056705
Filed
2025-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 38 entries on the cover page, a total value of $139,354,757 stated on the cover page (in dollars after the unit check, H1), rows summing to $139,354,757 with VALUE read as dollars as filed, 13F file number 028-25256. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2974,479$32,323,567dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF331,323$15,767,638dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY476,033$13,260,135dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF204,585$9,754,675dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO323,821$8,633,064dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF213,100$7,079,158dollars as filed
Avantis US Large Cap Value ETF025072349SHS84,069$5,507,362dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE123,462$5,213,839dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF119,295$5,159,526dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU81,399$4,224,507dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS47,690$3,152,712dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS104,688$3,056,358dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT111,244$3,010,231dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF02072L102ETF61,486$2,644,111dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF02072L409ETF43,939$2,608,631dollars as filed
Avantis International Large Cap Val ETF025072364SHS43,358$2,462,725dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK63,301$1,983,528dollars as filed
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF02072L201ETF62,034$1,587,141dollars as filed
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ET02072L300ETF54,655$1,545,930dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG53,104$1,383,088dollars as filed
Avantis Responsible US Equity ETF025072281SHS18,102$1,134,830dollars as filed
Lowes Companies,Inc.548661107COM3,994$935,335dollars as filed
Vanguard S&P 500 ETF922908363COM1,569$810,689dollars as filed
AMERICAN CENTY ETF TR025072299AVAN RE INTL ETF10,265$617,132dollars as filed
Schwab US Mid-Cap ETF808524508SHS22,194$585,932dollars as filed
Apple Inc037833100COM2,536$565,015dollars as filed
INNOVATOR ETFS TRUST45782C383US EQTY PWR BUF13,893$556,067dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-34,567$509,267dollars as filed
Avantis Emerging Markets Value ETF025072372SHS10,166$483,329dollars as filed
ISHARES INC464286525MSCI GBL MIN VOL3,493$407,470dollars as filed
INNOVATOR ETFS TRUST45783Y343INNOVATOR INTL D15,187$401,544dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA7,418$382,875dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS3,565$357,706dollars as filed
Avantis Responsible Emerging Mkts Eq ETF025072315SHS5,988$308,994dollars as filed
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI10,468$266,304dollars as filed
ISHARES TR46436E270ENVIR AWR RL EST9,255$238,328dollars as filed
Dimensional International Value ETF25434V807SHS5,643$222,560dollars as filed
Microsoft Corp594918104COM559$213,454dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-002094this filing2025-04-15acceptance time not in the bulk data set