VESTIA PERSONAL WEALTH ADVISORS

DOSSIER · 13F-HR · Q2 2026

VESTIA PERSONAL WEALTH ADVISORS

$256M in tracked AUM across 112 positions as of Q2 2026.

VP

CIK 0002033299 · last filed Jun 30, 2026

Total AUM

$256M

as of Q2 2026

Holdings

112

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

VESTIA PERSONAL WEALTH ADVISORS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

$26M723K10.2%02

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

$22M399K8.4%03

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

$21M626K8.2%04

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

$14M250K5.4%05

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

$13M335K5.1%06

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

$13M185K5.1%07

VOO

VANGUARD S&P 500 ETF

$13M18K4.9%08

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

$10M121K3.9%09

DFNM

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

$9M178K3.4%10

DFGP

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF