VESTIA PERSONAL WEALTH ADVISORS

DOSSIER · 13F-HR · Q1 2026

VESTIA PERSONAL WEALTH ADVISORS

$213M in tracked AUM across 99 positions as of Q1 2026.

VP

CIK 0002033299 · last filed Mar 31, 2026

Total AUM

$213M

as of Q1 2026

Holdings

99

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

VESTIA PERSONAL WEALTH ADVISORS filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

$20M375K9.3%02

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

$20M604K9.2%03

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

$18M575K8.6%04

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

$12M250K5.7%05

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

$12M185K5.4%06

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

$11M303K5.0%07

VOO

VANGUARD S&P 500 ETF

$10M17K4.7%08

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

$8M117K3.9%09

DFNM

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

$7M148K3.3%10

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF