Institutional Fund
Vested Financial Planning, LLC
San Carlos, CACIK 20446795 filings on record
Portfolio Value
$131.25M
Q1 2026
Holdings
27
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.1%
from $129.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust29.0%
- Dimensional ETF Trust14.2%
- Vanguard Index Fds12.6%
- Dimensional ETF Trust7.4%
- Dimensional ETF Trust5.6%
- Spdr Index Shs Fds5.2%
- Other25.9%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 980.9K | $38.12M | 29.0% | −1.5K | Reduced |
| 2 | Dimensional ETF Trust | 550.6K | $18.70M | 14.2% | −3.8K | Reduced |
| 3 | Vanguard Index Fds | 27.7K | $16.57M | 12.6% | +1.7K | Added |
| 4 | Dimensional ETF Trust | 202.6K | $9.71M | 7.4% | −1.7K | Reduced |
| 5 | Dimensional ETF Trust | 174.4K | $7.36M | 5.6% | +3.7K | Added |
| 6 | Spdr Index Shs Fds | 150.1K | $6.85M | 5.2% | +12.4K | Added |
| 7 | Vanguard Mun Bd Fds | 134.6K | $6.72M | 5.1% | +24.6K | Added |
| 8 | Dimensional ETF Trust | 168.6K | $6.20M | 4.7% | +618 | Added |
| 9 | Vanguard Index Fds | 19.5K | $4.01M | 3.1% | +1.7K | Added |
| 10 | Apple Inc | 9.7K | $2.45M | 1.9% | 0 | Held |
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