VESTIA PERSONAL WEALTH ADVISORS
Q1 2025 13F Holdings
- Locationfort wayne, IN
- Num holdings
95
- Value ($000)
$126,391
- Date Filed04/30/2025
- Form type13F-HR
- CIK0002033299
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $12.06M | 10 % | 434,148 | ||
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 | $11.27M | 9 % | 286,264 | ||
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 | $10.43M | 8 % | 316,278 | ||
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 | $9.74M | 8 % | 189,258 | ||
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | $8.63M | 7 % | 209,450 | ||
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ETF | 25434V849 | $5.78M | 5 % | 121,413 | ||
DFAS DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | $4.50M | 4 % | 75,259 | ||
DFSV DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 | $4.22M | 3 % | 149,823 | ||
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF | ETF | 25434V401 | $4.00M | 3 % | 66,122 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $3.99M | 3 % | 7,768 |
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