VF

Vestment Financial Portfolio holdings

AUM $175M
1-Year Est. Return 9.63%
This Quarter Est. Return
1 Year Est. Return
+9.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$14.6M
3
+$12.1M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$8.84M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$7.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.85%
2 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$509K 0.39%
+5,070
27
$500K 0.38%
+4,529
28
$478K 0.37%
+8,565
29
$466K 0.36%
+10,166
30
$403K 0.31%
+3,711
31
$384K 0.29%
+7,593
32
$264K 0.2%
+621
33
$262K 0.2%
+5,173
34
$259K 0.2%
+10,467
35
$231K 0.18%
+1,882
36
$212K 0.16%
+5,923
37
$202K 0.15%
+3,679
38
$200K 0.15%
+4,979
1
2