§ 13F · FUND PROFILE
VESTIA PERSONAL WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146M (13F)Positions · 100Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 375K | $20M | 9.3% | +7% |
| 2 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 604K | $20M | 9.2% | +33% |
| 3 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 575K | $18M | 8.6% | +18% |
| 4 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 250K | $12M | 5.7% | +2% |
| 5 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 185K | $12M | 5.4% | −1% |
| 6 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 303K | $11M | 5.0% | +8% |
| 7 | VOO | VANGUARD S&P 500 ETF | 17K | $10M | 4.7% | +60% |
| 8 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 117K | $8M | 3.9% | +6% |
| 9 | DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 148K | $7M | 3.3% | +8% |
| 10 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 175K | $6M | 2.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTIA SIGNAL
AC read
VESTIA PERSONAL WEALTH ADVISORS is a Other fund managing $146 million in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed