VESTIA PERSONAL WEALTH ADVISORS
CIK 0002033299 · FORT WAYNE, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
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
Top Holdings
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
10.2%
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
8.4%
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
8.2%
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
5.4%
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
5.1%
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
5.1%
VOO
VANGUARD S&P 500 ETF
4.9%
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.