Vestment Financial LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 38 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $33.1B, Dimensional ETF Tr Short Durat with a value of $14.6B, Dimensional ETF Tr Dimensional with a value of $12.1B, Dimensional ETF Tr Natl Mun Bd with a value of $8.84B, and Dimensional ETF Tr Emerging Mk with a value of $7.86B.
Examining the 13F form we can see an increase of $131B in the current position value.
Vestment Financial LLC is based out at Chanhassen, MN
Below you can find more details about Vestment Financial LLC portfolio as well as his latest detailed transactions.
