VESTIA PERSONAL WEALTH ADVISORS: 13F holdings
CIK 20332992026Q2
| Positions | 112 |
|---|---|
| Reported value | $278.8m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 722,749 | $26.1m | 9.4% |
| DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | 398,814 | $21.5m | 7.7% |
| DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 625,867 | $21.0m | 7.5% |
| PROSHARES ULTRAPRO QQQ | 154,444 | $15.4m | 5.5% |
| YM=F DIMENSIONAL US MARKETWIDE VALUE ETF | 249,876 | $13.7m | 4.9% |
| DIMENSIONAL US SMALL CAP VALUE ETF | 334,579 | $13.0m | 4.7% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 185,194 | $12.9m | 4.6% |
| VOO VANGUARD S&P 500 ETF | 18,424 | $12.6m | 4.5% |
| DIMENSIONAL U.S. SMALL CAP ETF | 120,763 | $9.9m | 3.6% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 178,237 | $8.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033299")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.