VESTIA PERSONAL WEALTH ADVISORS 13F Holdings

Read this manager's filing book

Step 1 of 3

Disclosed positions

VESTIA PERSONAL WEALTH ADVISORS: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer: DIMENSIONAL U.S. CORE EQUITY 2 ETF
Ticker: DFAC
Class: ETF
Reported value: $26,109,880
Reported amount: 722,749
Unit: SH
Option: None

What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002033299-26-000003

What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings

What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Filter rows

Scroll sideways to compare all columns. Select a heading to sort.


DIMENSIONAL U.S. CORE EQUITY 2 ETF	DFAC	ETF	$26,109,880	722,749	SH	None
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	ETF	$21,543,852	398,814	SH	None
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	ETF	$21,002,586	625,867	SH	None
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	ETF	$13,746,969	249,876	SH	None
DIMENSIONAL US SMALL CAP VALUE ETF	DFSV	ETF	$12,978,424	334,579	SH	None
DIMENSIONAL U.S. TARGETED VALUE ETF	DFAT	ETF	$12,945,088	185,194	SH	None
VANGUARD S&P 500 ETF	VOO	ETF	$12,644,057	18,424	SH	None
DIMENSIONAL U.S. SMALL CAP ETF	DFAS	ETF	$9,942,971	120,763	SH	None
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	DFNM	ETF	$8,615,077	178,237	SH	None
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	DFGP	ETF	$8,586,807	319,534	SH	None
DIMENSIONAL EMERGING MARKETS VALUE ETF	DFEV	ETF	$7,719,051	367,532	SH	None
DIMENSIONAL US LARGE CAP VALUE ETF	DFLV	ETF	$7,637,026	193,131	SH	None
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	ETF	$7,383,969	181,739	SH	None
DIMENSIONAL U.S. EQUITY MARKET ETF	DFUS	ETF	$5,331,177	65,063	SH	None
DIMENSIONAL GLOBAL REAL ESTATE ETF	DFGR	ETF	$5,283,777	182,356	SH	None
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	DISV	ETF	$5,125,891	127,725	SH	None
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	ETF	$4,369,514	91,503	SH	None
DIMENSIONAL ULTRASHORT FIXED INCOME ETF	DUSB	ETF	$3,179,821	62,620	SH	None
APPLE INC COM	AAPL	Stock	$3,038,668	10,501	SH	None
DIMENSIONAL WORLD EQUITY ETF	DFAW	ETF	$2,518,660	30,422	SH	None
DIMENSIONAL INTERNATIONAL SMALL CAP ETF	DFIS	ETF	$2,206,106	62,978	SH	None
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	ETF	$2,054,829	39,753	SH	None
DIMENSIONAL US CORE EQUITY 1 ETF	DCOR	ETF	$1,929,452	23,536	SH	None
DIMENSIONAL US REAL ESTATE ETF	DFAR	ETF	$1,786,221	68,256	SH	None
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	ETF	$1,759,857	42,172	SH	None
NVIDIA CORPORATION COM	NVDA	Stock	$1,670,748	8,350	SH	None
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF	BUFF	ETF	$1,642,826	31,185	SH	None
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF	DFIP	ETF	$1,639,440	39,739	SH	None
DIMENSIONAL US VECTOR EQUITY ETF	DXUV	ETF	$1,410,394	21,209	SH	None
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	ETF	$1,304,685	31,629	SH	None
FIDELITY ENHANCED LARGE CAP VALUE ETF	FELV	ETF	$1,296,693	32,345	SH	None
AMAZON COM INC COM	AMZN	Stock	$1,244,957	5,223	SH	None
ALPHABET INC CAP STK CL A	GOOGL	Stock	$1,180,669	3,304	SH	None
CATERPILLAR INC COM	CAT	Stock	$1,152,832	1,083	SH	None
STATE STREET SPDR S&P 500 ETF	SPY	ETF	$1,115,557	1,494	SH	None
MICROSOFT CORP COM	MSFT	Stock	$1,105,005	2,962	SH	None
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	ETF	$1,104,173	26,133	SH	None
ELI LILLY & CO COM	LLY	Stock	$905,681	755	SH	None
BROADCOM INC COM	AVGO	Stock	$814,087	2,155	SH	None
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	VTI	ETF	$797,755	2,156	SH	None
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	SLYV	ETF	$747,511	6,851	SH	None
ISHARES S&P SMALL-CAP 600 VALUE ETF	IJS	ETF	$728,768	5,333	SH	None
JOHNSON & JOHNSON COM	JNJ	Stock	$708,377	2,789	SH	None
ISHARES CORE S&P 500 ETF	IVV	ETF	$700,369	935	SH	None
INNOVATOR US EQUITY ACCELERATED ETF	XDSQ	ETF	$692,182	16,114	SH	None
INNOVATOR DEFINED WEALTH SHIELD ETF	BALT	ETF	$692,117	20,196	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	SPYV	ETF	$687,022	11,302	SH	None
TESLA INC COM	TSLA	Stock	$629,849	1,498	SH	None
STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF	GWX	ETF	$615,070	14,056	SH	None
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	DFSU	ETF	$600,814	12,885	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.