Institutions / Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors

CIK 2033299 · Institution · as of Dec 31, 2025

Portfolio value

$196.82M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 98 →

Company	Class	Value	Shares	% of portfolio
Dimensional International Value ETF	—	$18.14M	351,744	9.2%
Dimensional U.S. Core Equity 2 ETF	—	$18.05M	453,922	9.2%
Dimensional International Core Equity 2 ETF	—	$17.44M	487,547	8.9%
Dimensional U.S. Targeted Value ETF	—	$12.01M	186,932	6.1%
Dimensional US Marketwide Value ETF	—	$11.96M	245,078	6.1%
Dimensional US Small Cap Value ETF	—	$9.94M	280,061	5.1%
Dimensional U.S. Small Cap ETF	—	$8.28M	109,997	4.2%
Dimensional National Municipal Bond ETF	—	$6.63M	137,023	3.4%
Vanguard S&P 500 ETF	—	$6.63M	10,514	3.4%
Dimensional Emerging Markets Core Equity 2 ETF	—	$5.94M	169,761	3.0%
Dimensional Emerging Markets Value ETF	—	$5.07M	151,543	2.6%
Dimensional U.S. Equity Market ETF	—	$4.92M	65,760	2.5%
Dimensional Core Fixed Income ETF	—	$4.39M	103,208	2.2%
Dimensional US Large Cap Value ETF	—	$4.33M	121,316	2.2%
Dimensional International Small Cap Value ETF	—	$3.57M	89,592	1.8%
Dimensional Global Real Estate ETF	—	$3.33M	123,403	1.7%
Dimensional Short-Duration Fixed Income ETF	—	$3.04M	63,401	1.5%
Dimensional Ultrashort Fixed Income ETF	—	$2.76M	54,522	1.4%
Apple Inc.	—	$2.50M	10,100	1.3%
Dimensional World Equity ETF	—	$2.04M	26,873	1.0%
Dimensional US Core Equity Market ETF	—	$1.92M	40,518	1.0%
Dimensional International Small Cap ETF	—	$1.87M	54,241	1.0%
Dimensional US Real Estate ETF	—	$1.79M	75,893	0.9%
Innovator Laddered Allocation Power Buffer ETF	—	$1.70M	33,874	0.9%
NVIDIA Corp	—	$1.58M	8,610	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.