§ 13F · FUND PROFILE
VESTIA PERSONAL WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146.0T (13F)Positions · 100Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$196.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 352K | $18.1T | 9.2% | NEW |
| 2 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 454K | $18.0T | 9.2% | NEW |
| 3 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 488K | $17.4T | 8.9% | NEW |
| 4 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 187K | $12.0T | 6.1% | NEW |
| 5 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 245K | $12.0T | 6.1% | NEW |
| 6 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 280K | $9.9T | 5.1% | NEW |
| 7 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 110K | $8.3T | 4.2% | NEW |
| 8 | DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 137K | $6.6T | 3.4% | NEW |
| 9 | VOO | VANGUARD S&P 500 ETF | 11K | $6.6T | 3.4% | NEW |
| 10 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 170K | $5.9T | 3.0% | NEW |
§ 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 $145980.5 trillion in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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