account_balance
Investment manager · 13F filer · SEC CIK 2033299
Vestia Personal Wealth Advisors
Reported value$264Mas of Sep 30, 2026
Positions112 10 new, 10 sold out
Top 10 weight59.0%DFAC alone is 12%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDfa Invt Dimensions Group Inc U.S. Core Eqty 2
11.6%Added +9%
DFIVDimensional International Value ETF
9.0%Added +7%
DFICDimensional International Core Equity 2 ETF
8.6%Added +7%
VOOVanguard S&P 500 ETF
5.4%Added +11%
DFUVDimensional US Marketwide Value ETF
5.0%Trimmed −4%
DFATDfa Invt Dimensions Group Inc U.S. Trgtd Val
4.7%
DFGPDimensional Global Core Plus Fixed Income ETF
4.1%Trimmed −28%
DFASDfa Invt Dimensions Group Inc U.S. SML Cp Port
3.6%Added +2%
DFNMDimensional National Municipal Bond ETF
3.6%Added +15%
DFEVDimensional Emerging Markets Value ETF
3.4%Trimmed −42%
DFLVDimensional US Large Cap Value ETF
3.3%Added +12%
DFEMDimensional Emerging Markets Core Equity 2 ETF
2.9%+6%
DFACDfa Invt Dimensions Group Inc U.S. Core Eqty 2
11.6%Added +9%
DFIVDimensional International Value ETF
9.0%Added +7%
DFICDimensional International Core Equity 2 ETF
8.6%
VOOVanguard S&P 500 ETF
5.4%
DFUVDimensional US Marketwide Value ETF
5.0%−4%
DFATDfa Invt Dimensions Group Inc U.S. Trgtd Val
4.7%
DFGPDimensional Global Core Plus Fixed Income ETF
4.1%
DFASDfa Invt Dimensions Group Inc U.S. SML Cp Port
3.6%
DFNM3.6%
DFEV3.4%
DFLV3.3%
DFEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dfa Invt Dimensions Group Inc U.S. Core Eqty 2 11.6% Added +9%
DFIV Dimensional International Value ETF 9.0% Added +7%
DFIC Dimensional International Core Equity 2 ETF 8.6% Added +7%
VOO Vanguard S&P 500 ETF 5.4% Added +11%
DFUV Dimensional US Marketwide Value ETF 5.0% Trimmed −4%
DFAT Dfa Invt Dimensions Group Inc U.S. Trgtd Val 4.7% Held
DFGP Dimensional Global Core Plus Fixed Income ETF 4.1% Trimmed −28%
DFAS Dfa Invt Dimensions Group Inc U.S. SML Cp Port 3.6% Added +2%
DFNM Dimensional National Municipal Bond ETF 3.6% Added +15%
DFEV Dimensional Emerging Markets Value ETF 3.4% Trimmed −42%
DFLV Dimensional US Large Cap Value ETF 3.3% Added +12%
DFEM Dimensional Emerging Markets Core Equity 2 ETF 2.9% Added +6%
What changed
Biggest moves since Jun 30, 2026
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