13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056705
Total reported value
$223.1M
$223.1M
44 檔
49.2%
In Q4 2025, Vestment Financial LLC's U.S. equity holdings reached a combined market value of $223.1M, distributed across 44 disclosed stock positions.
In Q4 2025, Vestment Financial LLC displayed an active expansion posture, initiating 4 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.89% | +0.28% | +2.86% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 10.87% | -0.32% | +11.61% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 9.37% | -0.41% | +1.17% | |
| 4 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 7.69% | +0.05% | +3.15% | |
| 5 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.15% | +0.30% | +12.11% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.86% | +0.30% | +3.50% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.90% | +0.18% | +0.77% | |
| 8 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.48% | -0.26% | +10.15% | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.33% | -0.21% | +12.34% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 2.88% | +0.12% | -2.17% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | +0.10% | +3.83% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.20% | -0.16% | +1.04% | |
| 13 | DIHP | Dimensional International Hi | ETF-Other | 2.19% | -0.05% | +2.65% | |
| 14 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.96% | -0.05% | +6.51% | |
| 15 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 1.73% | -0.01% | -2.74% | |
| 16 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.70% | -0.03% | -0.74% | |
| 17 | IMOM | Alpha Intl Quant Mom ETF | ETF-Other | 1.42% | -0.12% | +7.60% | |
| 18 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 1.30% | -0.07% | +8.03% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.16% | -0.07% | -4.21% | |
| 20 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.98% | +0.13% | -2.75% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.88% | -0.03% | -11.70% | |
| 22 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.61% | -0.01% | +12.06% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.61% | — | — | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.10% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | — | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.46% | -0.02% | -2.02% | |
| 27 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.45% | -0.05% | +4.83% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.04% | +0.04% | |
| 29 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.31% | — | +15.14% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.29% | -0.02% | -7.66% | |
| 31 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.27% | -0.03% | -12.11% | |
| 32 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.26% | +0.02% | -2.56% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.25% | — | — | |
| 34 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.22% | — | -0.14% | |
| 35 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.18% | — | +0.02% | |
| 36 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.18% | — | — | |
| 37 | IAUG | Innov In Dvlp Pwrb ETF - Aug | ETF-Other | 0.17% | — | — | |
| 38 | ERET | Ishares Env Aware Re Estate | ETF-Other | 0.17% | -0.03% | +0.92% | |
| 39 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.14% | -0.01% | -19.92% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.10% | EXIT | |
| 41 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.12% | — | -41.22% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.12% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | — | — | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.11% | — | — |
According to official SEC Form 13F filings, Vestment Financial LLC reported a total U.S. public equity portfolio value of $223.1M across 44 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, DFIC) accounted for 49.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BND
市值: $1.2M
Top Position Liquidated / Trimmed
DFAT
前期市值: $5.3M
During Q4 2025, Vestment Financial LLC's top holdings by market value included DFAC (21.9%)、DFSD (10.9%)、DFIC (9.4%). The largest single position, DFAC, represented 21.9% of total portfolio value.
In Q4 2025, Vestment Financial LLC made 38 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.