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
1
$33.1M 25.33%
+953,698
2
$14.6M 11.19%
+312,418
3
$12.1M 9.27%
+468,513
4
$8.84M 6.76%
+184,963
5
$7.86M 6.01%
+302,109
6
$6.51M 4.98%
+192,346
7
$5.07M 3.88%
+75,428
8
$4.77M 3.65%
+118,037
9
$4.57M 3.49%
+110,580
10
$4.05M 3.09%
+73,145
11
$2.78M 2.13%
+40,194
12
$2.65M 2.02%
+103,945
13
$2.55M 1.95%
+96,092
14
$2.5M 1.91%
+38,398
15
$2.42M 1.85%
+53,893
16
$2.07M 1.58%
+39,715
17
$1.86M 1.42%
+63,268
18
$1.36M 1.04%
+53,737
19
$1.26M 0.97%
+52,902
20
$1.26M 0.96%
+46,891
21
$1.1M 0.84%
+16,591
22
$984K 0.75%
+3,994
23
$850K 0.65%
+1,571
24
$617K 0.47%
+22,196
25
$616K 0.47%
+2,535
1
2