Vested Financial Planning, LLC
CIK 2044679 · Holdings on Mar 31, 2025 · First reported Apr 30, 2025
Top ten holdings
Q1 2025- DFAC34.31%
- DFAX15.18%
- VOO11.38%
- DFNM8.69%
- DFCF6.80%
- SPDW4.75%
- VTEB4.24%
- VXF2.41%
- AAPL2.37%
- DFGX2.26%
Share classes counted separately92.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight decreased · -1.73 pp36.04% → 34.31%Shares -59.35K (-5.40%)
- SPDWWeight increased · +0.54 pp4.21% → 4.75%Shares +258 (+0.20%)
- DFCFWeight increased · +0.49 pp6.31% → 6.80%Shares +170 (+0.11%)
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 25
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 CORE EQUITY 2 View history and evidence | $34.33M | 34.31% | 1.04M shares | 36.04% → 34.31%-1.73 pp -59.35K (-5.40%) | Reduced | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $15.19M | 15.18% | 579.63K shares | 14.98% → 15.18%+0.20 pp -56.59K (-8.89%) | Reduced | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $11.39M | 11.38% | 22.16K shares | 11.15% → 11.38%+0.23 pp +310 (+1.42%) | Added | ↗▾ |
| 04 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $8.70M | 8.69% | 182.82K shares | 8.45% → 8.69%+0.24 pp -3.98K (-2.13%) | Reduced | ↗▾ |
| 05 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $6.80M | 6.80% | 161.68K shares | 6.31% → 6.80%+0.49 pp +170 (+0.11%) | Added | ↗▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $4.75M | 4.75% | 130.55K shares | 4.21% → 4.75%+0.54 pp +258 (+0.20%) | Added | ↗▾ |
| 07 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $4.25M | 4.24% | 85.57K shares | 4.05% → 4.24%+0.19 pp +306 (+0.36%) | Added | ↗▾ |
| 08 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $2.41M | 2.41% | 13.98K shares | 2.46% → 2.41%-0.05 pp +331 (+2.43%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $2.38M | 2.37% | 10.70K shares | 2.62% → 2.37%-0.25 pp -350 (-3.17%) | Reduced | ↗▾ |
| 10 | DFGXDIMSNL INTR CF IN ETF-USD INGLOBAL EX US COR View history and evidence | $2.26M | 2.26% | 43.33K shares | 2.15% → 2.26%+0.11 pp +44 (+0.10%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2044679 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100067914
}Take these holdings further.
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