account_balance
Investment manager · 13F filer · SEC CIK 2044679
Vested Financial Planning, LLC
Reported value$143Mas of Sep 30, 2026
Positions30 7 new, 6 sold out
Top 10 weight85.7%DFAC alone is 31%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
31.3%Added +4%
DFAXDimensional ETF Trust
14.3%Added +5%
VOOVanguard Index FDS
12.0%Trimmed −13%
SUBiShares Tr
6.1%New
DFCFDimensional ETF Trust
5.5%Added +11%
VTEBVanguard Mun Bd FDS
4.7%Trimmed −16%
SPDWSPDR Index SHS FDS
4.6%Trimmed −13%
VXFVanguard Index FDS
2.7%−15%
DFNMDimensional ETF Trust
2.4%−70%
AAPLApple Inc.
2.0%
DFGX1.7%
SPEM1.6%
DFACDimensional ETF Trust
31.3%Added +4%
DFAXDimensional ETF Trust
14.3%Added +5%
VOOVanguard Index FDS
12.0%Trimmed −13%
SUBiShares Tr
6.1%
DFCFDimensional ETF Trust
5.5%
VTEBVanguard Mun Bd FDS
4.7%
SPDWSPDR Index SHS FDS
4.6%
VXF2.7%
DFNM
AAPLSPEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 31.3% Added +4%
DFAX Dimensional ETF Trust 14.3% Added +5%
VOO Vanguard Index FDS 12.0% Trimmed −13%
SUB iShares Tr 6.1% New
DFCF Dimensional ETF Trust 5.5% Added +11%
VTEB Vanguard Mun Bd FDS 4.7% Trimmed −16%
SPDW SPDR Index SHS FDS 4.6% Trimmed −13%
VXF Vanguard Index FDS 2.7% Trimmed −15%
DFNM Dimensional ETF Trust 2.4% Trimmed −70%
AAPL Apple Inc. 2.0% Trimmed −10%DFGX Dimensional ETF Trust 1.7% Added +10%
SPEM SPDR Index SHS FDS 1.6% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.