VESTIA PERSONAL WEALTH ADVISORS - Portfolio overview

VESTIA PERSONAL WEALTH ADVISORS has 108 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFIV - DIMENSIONAL INTERNATIONAL VALUE ETF, 9.20%
2. DFAC - DIMENSIONAL U.S. CORE EQUITY 2 ETF, 9.14%
3. DFIC - DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF, 8.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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