VESTIA PERSONAL WEALTH ADVISORS

DOSSIER · 13F-HR · Q3 2026

VESTIA PERSONAL WEALTH ADVISORS

$264M in tracked AUM across 112 positions as of Q3 2026.

VP

CIK 0002033299 · last filed Sep 30, 2026

Total AUM

$264M

as of Q3 2026

Holdings

112

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

VESTIA PERSONAL WEALTH ADVISORS filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

DFAC

DFA INVT DIMENSIONS GROUP INC U.S. CORE EQTY 2

$31M786K11.6%02

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

$24M426K9.0%03

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

$23M668K8.6%04

VOO

VANGUARD S&P 500 ETF

$14M20K5.4%05

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

$13M240K5.0%06

DFAT

DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL

$12M185K4.7%07

DFGP

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

$11M231K4.1%08

DFAS

DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT

$10M123K3.6%09

DFNM

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

$9M205K3.6%10

DFEV

DIMENSIONAL EMERGING MARKETS VALUE ETF