§ 13F · FUND PROFILE
VESTIA PERSONAL WEALTH ADVISORS.
AUM · $256M (13F)Positions · 112Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 723K | $26M | 10.2% | +20% |
| 2 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 399K | $22M | 8.4% | +6% |
| 3 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 626K | $21M | 8.2% | +9% |
| 4 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 250K | $14M | 5.4% | ±0% |
| 5 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 335K | $13M | 5.1% | +11% |
| 6 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 185K | $13M | 5.1% | ±0% |
| 7 | VOO | VANGUARD S&P 500 ETF | 18K | $13M | 4.9% | +10% |
| 8 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 121K | $10M | 3.9% | +4% |
| 9 | DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 178K | $9M | 3.4% | +21% |
| 10 | DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 320K | $9M | 3.4% | +182% |
§ 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 $256 million in assets. The fund runs a portfolio of 112 positions.
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