Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VESTIA PERSONAL WEALTH ADVISORS (CIK 2033299) reported $256.0M across 112 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($26.1M, 10.20%), DFIV ($21.5M, 8.41%), DFIC ($21.0M, 8.20%), DFUV ($13.7M, 5.37%), DFSV ($13.0M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $26.1M | 10.20% | 722,749 | Added |
| 2 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $21.5M | 8.41% | 398,814 | Added |
| 3 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $21.0M | 8.20% | 625,867 | Added |
| 4 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $13.7M | 5.37% | 249,876 | Added |
| 5 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $13.0M | 5.07% | 334,579 | Added |
| 6 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $12.9M | 5.06% | 185,194 | Trimmed |
| 7 | VOO | VANGUARD S&P 500 ETF | $12.6M | 4.94% | 18,424 | Added |
| 8 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $9.9M | 3.88% | 120,763 | Added |
| 9 | DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $8.6M | 3.36% | 178,237 | Added |
| 10 | DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $8.6M | 3.35% | 319,534 | Added |
| 11 | DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $7.7M | 3.01% | 367,532 | Added |
| 12 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $7.6M | 2.98% | 193,131 | Added |
| 13 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $7.4M | 2.88% | 181,739 | Added |
| 14 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $5.3M | 2.08% | 65,063 | Trimmed |
| 15 | DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $5.3M | 2.06% | 182,356 | Added |
| 16 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $5.1M | 2.00% | 127,725 | Added |
| 17 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $4.4M | 1.71% | 91,503 | Added |
| 18 | DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $3.2M | 1.24% | 62,620 | Trimmed |
| 19 | AAPL | APPLE INC COM | $3.0M | 1.19% | 10,501 | Added |
| 20 | DFAW | DIMENSIONAL WORLD EQUITY ETF | $2.5M | 0.98% | 30,422 | Added |
| 21 | DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $2.2M | 0.86% | 62,978 | Added |
| 22 | DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $2.1M | 0.80% | 39,753 | Added |
| 23 | DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | $1.9M | 0.75% | 23,536 | Added |
| 24 | DFAR | DIMENSIONAL US REAL ESTATE ETF | $1.8M | 0.70% | 68,256 | Trimmed |
| 25 | DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | $1.8M | 0.69% | 42,172 | Added |
Source: SEC Form 13F filings · as of 2026-06-30