Vestment Financial LLC
Vestment Financial LLC is a registered investment adviser headquartered in Chanhassen, Minnesota. Founded in 2013, the firm has grown to serve over 2,300 clients—primarily individuals and high-net-worth individuals—managing discretionary investment accounts. As of July 31, 2025, the firm oversees $243.2 million in assets with an estimated 21 employees. Vestment Financial provides comprehensive portfolio management services, focusing on long-term client financial health and personalized investment solutions, and primarily serves US-based individuals seeking expert financial planning and wealth management.
Investment Strategy
Vestment Financial LLC employs a diversified, long-term investment strategy focused mainly on model and ETF-based portfolio construction for individuals and high-net-worth clients. Their approach emphasizes asset allocation using equities, fixed income, and alternative exposures, predominantly through low-cost ETFs and mutual funds. The firm places a premium on risk management, tax efficiency, and careful rebalancing tailored to client-specific goals. Holdings are weighted towards broad market equity exposures, international diversification, and stable fixed income, regularly re-evaluated to adjust for changing financial goals and market environments.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 22.30% | $39.1M | 1,008,702 | $34.61 | $38.57 | +$2.7M |
D DFSD | DIMENSIONAL ETF TRUST | 10.78% | $18.9M | 391,336 | $47.10 | $48.19 | +$1.9M |
D DFIC | DIMENSIONAL ETF TRUST | 9.48% | $16.6M | 504,407 | $26.22 | $32.79 | +$1.3M |
A AVXC | AMERICAN CENTY ETF TR | 7.50% | $13.1M | 217,547 | $58.57 | $59.93 | +$8.1M |
D DFNM | DIMENSIONAL ETF TRUST | 6.95% | $12.2M | 253,856 | $47.74 | $47.98 | +$1.4M |