StockDriftsStockDriftsTop 49 Vistica Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 20.26% | 523.1K | $20.3M | -2.38%(-12.75K) | $39.08(+13.23%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 14.59% | 577.2K | $14.6M | -5.19%(-31.59K) | $22.98(+25.49%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.46% | 122.8K | $6.5M | -6.51%(-8.56K) | $48.01(+14.29%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 6.2% | 157.8K | $6.2M | -4.31%(-7.10K) | $36.84(+10.63%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.35% | 155.3K | $5.4M | -5.17%(-8.48K) | $32.58(+20.89%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.04% | 84.9K | $5.1M | +4.53%(+3.68K) | $59.97(-1.95%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.77% | 60.5K | $3.8M | -11.38%(-7.78K) | $58.88(+18.18%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.52% | 45.1K | $3.5M | +19.85%(+7.47K) | $78.82(-1.36%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.49% | 72.3K | $3.5M | -11.53%(-9.42K) | $45.64(+20.18%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.37% | 95.1K | $3.4M | -0.52%(-501) | $33.63(+11.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.22% |
| Top 20 Holdings Unweighted | +8.77% | +28.68% |
Sign up free to track Vistica Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.