Vestia Personal Wealth Advisors ETF holdings
Fort Wayne, IN
Reported $236.0M in 77 ETFs in its Form 13F for June 30, 2026.
ETF value
$236.0M
ETFs held
77
Change from prior quarter
+20.4%
With price moves
ETFs as a share of its 13F
92.2%
of $256.0M
Top 10 of 77 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $26.1M | 722,749 | +118,792 shares |
| DFIV | Dimensional International Value ETF | $21.5M | 398,814 | +24,020 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $21.0M | 625,867 | +51,052 shares |
| DFUV | Dimensional US Marketwide Value ETF | $13.7M | 249,876 | +287 shares |
| DFSV | Dimensional US Small Cap Value ETF | $13.0M | 334,579 | +31,805 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $12.9M | 185,194 | −66 shares |
| VOO | Vanguard S&P 500 ETF | $12.6M | 18,424 | +1,615 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $9.9M | 120,763 | +4,174 shares |
| DFNM | Dimensional National Municipal Bond ETF | $8.6M | 178,237 | +30,466 shares |
| DFGP | Dimensional Global Core Plus Fixed Income ETF | $8.6M | 319,534 | +206,101 shares |
67 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002033299. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Vestia Personal Wealth Advisors own?
Vestia Personal Wealth Advisors reported 77 ETF positions worth $236.0M in its Form 13F for June 30, 2026. The largest was DFAC, at $26.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.