VESTIA PERSONAL WEALTH ADVISORS
Q3 2025 13F Holdings
- Locationfort wayne, IN
- Num holdings
99
- Value ($000)
$172,549
- Date Filed 10/15/2025
- Form type13F-HR
- CIK 0002033299
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 | $16.04M | 9 % | 347,881 | ||
D DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 | $15.98M | 9 % | 422,740 | ||
D DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $14.35M | 8 % | 437,726 | ||
D DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 | $10.93M | 6 % | 187,759 | ||
D DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | $10.88M | 6 % | 243,449 | ||
D DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 | $7.36M | 4 % | 231,114 | ||
D DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | $6.89M | 4 % | 100,710 | ||
D DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ETF | 25434V849 | $6.04M | 4 % | 125,804 | ||
V VANGUARD S&P 500 ETF | ETF | 922908363 | $5.52M | 3 % | 9,013 | ||
D DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 | $5.13M | 3 % | 160,113 |
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