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 $212.8M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIV ($19.8M, 9.29%), DFAC ($19.7M, 9.24%), DFIC ($18.2M, 8.55%), DFUV ($12.1M, 5.68%), DFAT ($11.6M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $19.8M | 9.29% | 374,794 | Added |
| 2 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $19.7M | 9.24% | 603,957 | Added |
| 3 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $18.2M | 8.55% | 574,815 | Added |
| 4 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $12.1M | 5.68% | 249,589 | Added |
| 5 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $11.6M | 5.44% | 185,260 | Trimmed |
| 6 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $10.6M | 4.99% | 302,774 | Added |
| 7 | VOO | VANGUARD S&P 500 ETF | $10.0M | 4.72% | 16,809 | Added |
| 8 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $8.3M | 3.90% | 116,589 | Added |
| 9 | DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $7.1M | 3.33% | 147,771 | Added |
| 10 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $6.0M | 2.83% | 174,654 | Added |
| 11 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $5.9M | 2.78% | 165,869 | Added |
| 12 | DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $5.6M | 2.65% | 167,911 | Added |
| 13 | DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $5.4M | 2.56% | 113,433 | New |
| 14 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $4.7M | 2.19% | 65,777 | Added |
| 15 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $4.0M | 1.87% | 83,053 | Added |
| 16 | DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $4.0M | 1.86% | 149,240 | Added |
| 17 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $3.9M | 1.83% | 98,937 | Added |
| 18 | DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $3.3M | 1.54% | 64,438 | Added |
| 19 | AAPL | APPLE INC COM | $2.6M | 1.22% | 10,262 | Added |
| 20 | DFAW | DIMENSIONAL WORLD EQUITY ETF | $2.1M | 0.98% | 28,165 | Added |
| 21 | DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $1.9M | 0.88% | 55,907 | Added |
| 22 | DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $1.8M | 0.84% | 39,547 | Trimmed |
| 23 | DFAR | DIMENSIONAL US REAL ESTATE ETF | $1.8M | 0.83% | 74,624 | Trimmed |
| 24 | BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $1.7M | 0.78% | 33,783 | Trimmed |
| 25 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $1.5M | 0.73% | 36,675 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31