What does VESTIA PERSONAL WEALTH ADVISORS hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL INTERNATIONAL VALUE ETF

$20M375K9.3%

DIMENSIONAL U.S. CORE EQUITY 2 ETF

$20M604K9.2%

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

$18M575K8.6%

DIMENSIONAL US MARKETWIDE VALUE ETF

$12M250K5.7%

DIMENSIONAL U.S. TARGETED VALUE ETF

$12M185K5.4%

DIMENSIONAL US SMALL CAP VALUE ETF

$11M303K5.0%

VANGUARD S&P 500 ETF

$10M17K4.7%

DIMENSIONAL U.S. SMALL CAP ETF

$8M117K3.9%

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

$7M148K3.3%

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

$6M175K2.8%

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