VESTIA PERSONAL WEALTH ADVISORS
Q2 2025 13F Holdings
- Locationfort wayne, IN
- Num holdings
100
- Value ($000)
$145,981
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 | $14.18M | 10 % | 330,962 | ||
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 | $12.77M | 9 % | 356,460 | ||
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $12.12M | 8 % | 390,037 | ||
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 | $10.12M | 7 % | 187,631 | ||
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | $9.87M | 7 % | 233,367 | ||
DFAS DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | $5.72M | 4 % | 89,735 | ||
DFSV DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 | $5.67M | 4 % | 192,657 | ||
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ETF | 25434V849 | $5.49M | 4 % | 115,657 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $4.84M | 3 % | 8,524 | ||
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF | ETF | 25434V401 | $4.44M | 3 % | 66,176 |
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