VESTIA PERSONAL WEALTH ADVISORS

Name: VESTIA PERSONAL WEALTH ADVISORS — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002033299 · FORT WAYNE, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗

VESTIA PERSONAL WEALTH ADVISORS reported 112 positions worth $256.0M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: DFAC (10.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$256.0M

2026 Q2

Positions

112

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

57.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 112 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DFAC	DIMENSIONAL U.S. CORE EQUITY 2 ETF	SH	$26.1M	10.20%	722,749	—	—
▸ 2	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	SH	$21.5M	8.41%	398,814	—	—
▸ 3	DFIC	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	SH	$21.0M	8.20%	625,867	—	—
▸ 4	DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	SH	$13.7M	5.37%	249,876	—	—
▸ 5	DFSV	DIMENSIONAL US SMALL CAP VALUE ETF	SH	$13.0M	5.07%	334,579	—	—
▸ 6	DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	SH	$12.9M	5.06%	185,194	—	—
▸ 7	VOO	VANGUARD S&P 500 ETF	SH	$12.6M	4.94%	18,424	—	—
▸ 8	DFAS	DIMENSIONAL U.S. SMALL CAP ETF	SH	$9.9M	3.88%	120,763	—	—
▸ 9	DFNM	DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	SH	$8.6M	3.36%	178,237	—	—
▸ 10	DFGP	DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	SH	$8.6M	3.35%	319,534	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does VESTIA PERSONAL WEALTH ADVISORS hold as of Q2 2026?

VESTIA PERSONAL WEALTH ADVISORS reported 112 positions worth $256.0M in its Q2 2026 13F filing. Largest positions: DFAC (10.2%), DFIV (8.4%), DFIC (8.2%), DFUV (5.4%) and DFSV (5.1%).

What did VESTIA PERSONAL WEALTH ADVISORS buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did VESTIA PERSONAL WEALTH ADVISORS sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.