Vestment Financial LLC 13F 持仓 · 2026年Q2
Vestment Financial 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 41 只证券,申报市值合计 2.23 亿美元。前几大持仓:DFAC(22.27%)、DFSD(10.53%)、DFIC(8.87%)。本季前 25 大持仓中:增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $49.7M | 22.27% | 1.1M | 增持 |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $23.5M | 10.53% | 492,736 | 增持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $19.8M | 8.87% | 529,867 | 增持 |
| 4 | AVXC | AMERICAN CENTY ETF TR | $17.8M | 7.97% | 214,854 | 减持 |
| 5 | DFNM | DIMENSIONAL ETF TRUST | $17.0M | 7.61% | 351,964 | 增持 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $11.1M | 4.99% | 266,963 | 增持 |
| 7 | AVLV | AMERICAN CENTY ETF TR | $9.3M | 4.18% | 102,182 | 增持 |
| 8 | AVRE | AMERICAN CENTY ETF TR | $7.2M | 3.24% | 151,508 | 减持 |
| 9 | DFIP | DIMENSIONAL ETF TRUST | $6.6M | 2.94% | 159,371 | 增持 |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $6.4M | 2.88% | 92,817 | 增持 |
| 11 | SPYM | SPDR SERIES TRUST | $5.8M | 2.59% | 65,392 | 增持 |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $4.8M | 2.13% | 139,964 | 增持 |
| 13 | AVIV | AMERICAN CENTY ETF TR | $4.5M | 2.00% | 57,083 | 增持 |
| 14 | DISV | DIMENSIONAL ETF TRUST | $4.4M | 1.97% | 108,272 | 减持 |
| 15 | QMOM | EA SERIES TRUST | $3.8M | 1.69% | 49,076 | 增持 |
| 16 | QVAL | EA SERIES TRUST | $3.8M | 1.68% | 66,778 | 增持 |
| 17 | HIDE | EA SERIES TRUST | $3.4M | 1.51% | 140,010 | 增持 |
| 18 | IMOM | EA SERIES TRUST | $3.0M | 1.36% | 72,461 | 增持 |
| 19 | IVAL | EA SERIES TRUST | $2.9M | 1.30% | 84,126 | 增持 |
| 20 | AVSU | AMERICAN CENTY ETF TR | $2.6M | 1.15% | 29,043 | 增持 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $2.3M | 1.02% | 54,872 | 减持 |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $1.8M | 0.82% | 46,104 | 减持 |
| 23 | BOXX | EA SERIES TRUST | $1.6M | 0.73% | 13,864 | 减持 |
| 24 | AVSD | AMERICAN CENTY ETF TR | $1.3M | 0.60% | 16,685 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $1.1M | 0.48% | 1,551 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR