StockDriftsStockDriftsTop 50 Vestia Personal Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 9.29% | 374.8K | $19.8M | +6.55%(+23.05K) | $38.42(+42.42%) | 2026-03-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 9.24% | 604.0K | $19.7M | +33.05%(+150.03K) | $35.19(+21.32%) | 2026-03-31 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 8.55% | 574.8K | $18.2M | +17.90%(+87.27K) | $28.98(+28.63%) | 2026-03-31 | |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 5.68% | 249.6K | $12.1M | +1.84%(+4.51K) | $40.67(+28.01%) | 2026-03-31 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 5.44% | 185.3K | $11.6M | -0.89%(-1.67K) | $53.15(+26.32%) | 2026-03-31 | |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 4.99% | 302.8K | $10.6M | +8.11%(+22.71K) | $30.40(+23.93%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 4.72% | 16.8K | $10.0M | +59.87%(+6.29K) | $556.92(+19.46%) | 2026-03-31 | |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 3.9% | 116.6K | $8.3M | +5.99%(+6.59K) | $63.01(+23.43%) | 2026-03-31 | |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 3.33% | 147.8K | $7.1M | +7.84%(+10.75K) | $48.02(+0.42%) | 2026-03-31 | |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 2.83% | 174.7K | $6.0M | +2.88%(+4.89K) | $27.49(+44.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.46% | +27.59% |
| Top 20 Holdings Unweighted | +7.35% | +23.72% |
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