Institutional Fund
Vestment Financial LLC
Chanhassen, MNCIK 20567055 filings on record
Portfolio Value
$212.33M
Q1 2026
Holdings
42
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+10.1%
from $192.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust22.0%
- Dimensional ETF Trust10.8%
- Dimensional ETF Trust9.3%
- American Centy ETF Tr7.9%
- Dimensional ETF Trust7.3%
- Dimensional ETF Trust4.7%
- Other38.0%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.11M | $46.70M | 22.0% | +70.9K | Added |
| 2 | Dimensional ETF Trust | 477.8K | $23.04M | 10.8% | +41.0K | Added |
| 3 | Dimensional ETF Trust | 520.5K | $19.70M | 9.3% | +10.2K | Added |
| 4 | American Centy ETF Tr | 221.5K | $16.81M | 7.9% | −2.9K | Reduced |
| 5 | Dimensional ETF Trust | 320.5K | $15.51M | 7.3% | +35.9K | Added |
| 6 | Dimensional ETF Trust | 253.0K | $9.95M | 4.7% | +10.6K | Added |
| 7 | American Centy ETF Tr | 99.6K | $8.50M | 4.0% | +4.6K | Added |
| 8 | American Centy ETF Tr | 154.8K | $7.43M | 3.5% | +2.2K | Added |
| 9 | Dimensional ETF Trust | 158.5K | $6.69M | 3.1% | +4.2K | Added |
| 10 | Dimensional ETF Trust | 88.0K | $5.86M | 2.8% | −701 | Reduced |
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