Vested Financial Planning, LLC ETF holdings
San Carlos, CA
Reported $146.1M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$146.1M
ETFs held
28
Change from prior quarter
+13.7%
With price moves
ETFs as a share of its 13F
98.2%
of $148.9M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $42.8M | 965,539 | −15,373 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $19.4M | 527,460 | −23,094 shares |
| VOO | Vanguard S&P 500 ETF | $19.3M | 28,143 | +419 shares |
| DFNM | Dimensional National Municipal Bond ETF | $11.8M | 245,079 | +42,456 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $8.5M | 168,500 | +33,876 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $7.6M | 151,131 | +993 shares |
| DFCF | Dimensional Core Fixed Income ETF | $7.5M | 177,825 | +3,465 shares |
| DUHP | Dimensional US High Profitability ETF | $7.3M | 175,990 | +7,358 shares |
| VXF | Vanguard Extended Market ETF | $4.9M | 19,722 | +234 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $2.5M | 48,364 | +1,556 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002044679. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Vested Financial Planning, LLC own?
Vested Financial Planning, LLC reported 28 ETF positions worth $146.1M in its Form 13F for June 30, 2026. The largest was DFAC, at $42.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.