VESTIA PERSONAL WEALTH ADVISORS 13F Holdings
CIK 0002033299
As of Sep 30, 2025, VESTIA PERSONAL WEALTH ADVISORS reported 99 positions worth
CIK 0002033299
As of Sep 30, 2025, VESTIA PERSONAL WEALTH ADVISORS reported 99 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 347,881 | 6.0M | 9.30% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 422,740 | 6.0M | 9.26% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 437,726 | 4.4M | 8.32% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 187,759 | 0.9M | 6.33% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 243,449 | 0.9M | 6.31% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 231,114 | $7.4M | 4.26% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 100,710 | $6.9M | 4.00% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 125,804 | $6.0M | 3.50% |
| VANGUARD 500 INDEX FUND | VOO | — | 9,013 | $5.5M | 3.20% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 160,113 | $5.1M | 2.98% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 66,401 | $4.8M | 2.79% |
| DIMENSIONAL ETF TRUST | DUSB | — | 75,828 | $3.9M | 2.23% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 127,149 | $3.8M | 2.18% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 78,816 | $3.4M | 1.95% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 75,535 | $2.7M | 1.56% |
| APPLE INC | AAPL | Technology | 9,954 | $2.5M | 1.47% |
| DIMENSIONAL ETF TRUST | DFLV | — | 74,258 | $2.4M | 1.42% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 86,701 | $2.4M | 1.37% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 39,109 | .9M | 1.09% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 40,166 | .8M | 1.07% |
| INNOVATOR ETFS TRUST | BUFF | — | 36,158 | .8M | 1.02% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 74,064 | .8M | 1.02% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 55,114 | .7M | 1.01% |
| INNOVATOR US EQUITY ACCELERATED ETF - QUARTERLY | XDSQ | — | 41,804 | .7M | 0.97% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 21,367 | .5M | 0.89% |