VESTIA PERSONAL WEALTH ADVISORS
Q1 2026 13F Holdings
- Locationfort wayne, IN
- Num holdings
99
- Value ($000)
$212,802
- Date Filed 04/14/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 | $19.78M | 9 % | 374,794 | ||
DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 | $19.65M | 9 % | 603,957 | ||
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $18.2M | 9 % | 574,815 | ||
DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | $12.09M | 6 % | 249,589 | ||
DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 | $11.57M | 5 % | 185,260 | ||
DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 | $10.61M | 5 % | 302,774 | ||
VANGUARD S&P 500 ETF | ETF | 922908363 | $10.04M | 5 % | 16,809 | ||
DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | $8.29M | 4 % | 116,589 | ||
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ETF | 25434V849 | $7.08M | 3 % | 147,771 | ||
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 | $6.03M | 3 % | 174,654 |
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