Vested Financial Planning, LLC
CIK 2044679 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- DFAC28.77%
- DFAX13.05%
- VOO12.98%
- DFNM7.96%
- VTEB5.72%
- SPDW5.12%
- DFCF5.04%
- DUHP4.93%
- VXF3.26%
- AAPL1.83%
Share classes counted separately88.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAXWeight decreased · -1.20 pp14.25% → 13.05%Shares -23.09K (-4.19%)
- VTEBWeight increased · +0.60 pp5.12% → 5.72%Shares +33.88K (+25.16%)
- DFCFWeight decreased · -0.57 pp5.61% → 5.04%Shares +3.46K (+1.99%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $42.83M | 28.77% | 965.54K shares | 29.04% → 28.77%-0.27 pp -15.37K (-1.57%) | Reduced | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $19.43M | 13.05% | 527.46K shares | 14.25% → 13.05%-1.20 pp -23.09K (-4.19%) | Reduced | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $19.33M | 12.98% | 28.14K shares | 12.62% → 12.98%+0.36 pp +419 (+1.51%) | Added | ↗▾ |
| 04 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $11.85M | 7.96% | 245.08K shares | 7.40% → 7.96%+0.56 pp +42.46K (+20.95%) | Added | ↗▾ |
| 05 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $8.52M | 5.72% | 168.50K shares | 5.12% → 5.72%+0.60 pp +33.88K (+25.16%) | Added | ↗▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $7.62M | 5.12% | 151.13K shares | 5.22% → 5.12%-0.10 pp +993 (+0.66%) | Added | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $7.51M | 5.04% | 177.82K shares | 5.61% → 5.04%-0.57 pp +3.46K (+1.99%) | Added | ↗▾ |
| 08 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROF ETF View history and evidence | $7.34M | 4.93% | 175.99K shares | 4.72% → 4.93%+0.21 pp +7.36K (+4.36%) | Added | ↗▾ |
| 09 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $4.86M | 3.26% | 19.72K shares | 3.06% → 3.26%+0.20 pp +234 (+1.20%) | Added | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $2.73M | 1.83% | 9.43K shares | 1.87% → 1.83%-0.04 pp -225 (-2.33%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ABNB AIRBNB INC-CLASS A | Non-derivative | -2,143 | -$270.61K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2044679 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 148875659
}Take these holdings further.
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