StockDriftsStockDriftsTop 50 Vestia Personal Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 10.2% | 722.7K | $26.1M | +19.67%(+118.79K) | $36.16(+27.19%) | 2026-06-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 8.41% | 398.8K | $21.5M | +6.41%(+24.02K) | $39.28(+47.48%) | 2026-06-30 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 8.2% | 625.9K | $21.0M | +8.88%(+51.05K) | $29.54(+32.76%) | 2026-06-30 | |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 5.37% | 249.9K | $13.7M | +0.11%(+287) | $40.68(+40.98%) | 2026-06-30 | |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 5.07% | 334.6K | $13.0M | +10.50%(+31.80K) | $30.99(+30.49%) | 2026-06-30 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 5.06% | 185.2K | $12.9M | -0.04%(-66) | $53.15(+35.80%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 4.94% | 18.4K | $12.6M | +9.61%(+1.61K) | $559.94(+26.99%) | 2026-06-30 | |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 3.88% | 120.8K | $9.9M | +3.58%(+4.17K) | $63.45(+31.79%) | 2026-06-30 | |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 3.36% | 178.2K | $8.6M | +20.62%(+30.47K) | $48.03(-0.38%) | 2026-06-30 | |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 3.35% | 319.5K | $8.6M | +181.69%(+206.10K) | $54.04(-1.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.45% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.37% |
Vestia Personal Wealth Advisors reports $256.04M in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.2%), DFIV (8.4%) and DFIC (8.2%). The top 20 holdings account for 77.97% of reported assets. Its disclosed equity book has returned +37.45% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vestia Personal Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033299). View Vestia Personal Wealth Advisors’s 13F filings on SEC