Sponsored

The Analysis of VESTIA PERSONAL WEALTH ADVISORS's Holdings & P&L

Currently, VESTIA PERSONAL WEALTH ADVISORS holds 99 types of securities in its portfolio with a total value $212.8M. In the most recent quarter, they have increased their positions in DFGP (+113.4K shares, valued at $5.4M), DFAC (+150.0K shares, valued at $4.9M), N/A (+6.3K shares, valued at $3.8M); decreased their positions in DFCF (-66.5K shares, valued at $2.8M), XBAP (-6.5K shares, valued at $252.5K), DFAT (-1.7K shares, valued at $104.4K); initiated new positions in DFGP (+113.4K shares, valued at $5.4M), DUHP (+22.3K shares, valued at $820.6K), DFSU (+11.7K shares, valued at $481.3K).

1M P&L

+9.2M+3.92%

3M P&L

+10.7M+4.60%

HY P&L

+31.5M+14.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A185.9M

92.8%

2Consumer Electronics2.6M

1.3%

3Semiconductors1.5M

0.7%

Top Industries by Stock Count

1N/A69 stocks

74.2%

2Software - Infrastructure2 stocks

2.2%

3Drug Manufacturers - General2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF374.8K shares6.55%2026-03-312026-04-14

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF604.0K shares33.05%2026-03-312026-04-14

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF574.8K shares17.90%2026-03-312026-04-14

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF249.6K shares1.84%2026-03-312026-04-14

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF185.3K shares-0.89%2026-03-312026-04-14

DFSV DIMENSIONAL US SMALL CAP VALUE ETF302.8K shares8.11%2026-03-312026-04-14

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF16.8K shares59.87%2026-03-312026-04-14

DFAS DIMENSIONAL U.S. SMALL CAP ETF116.6K shares5.99%2026-03-312026-04-14

Sponsored

DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF147.8K shares7.84%2026-03-312026-04-14

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF174.7K shares2.88%2026-03-312026-04-14

DFLV DIMENSIONAL US LARGE CAP VALUE ETF165.9K shares36.72%2026-03-312026-04-14

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF167.9K shares10.80%2026-03-312026-04-14

DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF113.4K sharesnew addition2026-03-312026-04-14

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF65.8K shares0.03%2026-03-312026-04-14

DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF83.1K shares31.00%2026-03-312026-04-14

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF149.2K shares20.94%2026-03-312026-04-14

Sponsored

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF98.9K shares10.43%2026-03-312026-04-14

DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF64.4K shares18.19%2026-03-312026-04-14

AAPL APPLE INC COM10.3K shares1.60%2026-03-312026-04-14

DFAW DIMENSIONAL WORLD EQUITY ETF28.2K shares4.81%2026-03-312026-04-14

DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF55.9K shares3.07%2026-03-312026-04-14

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF39.5K shares-2.40%2026-03-312026-04-14

DFAR DIMENSIONAL US REAL ESTATE ETF74.6K shares-1.67%2026-03-312026-04-14

BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF33.8K shares-0.27%2026-03-312026-04-14

Sponsored

DFCF DIMENSIONAL CORE FIXED INCOME ETF36.7K shares-64.46%2026-03-312026-04-14

NVDA NVIDIA CORPORATION COM8.6K shares-0.34%2026-03-312026-04-14

DCOR DIMENSIONAL US CORE EQUITY 1 ETF19.0K shares69.94%2026-03-312026-04-14

XDSQ INNOVATOR US EQUITY ACCELERATED ETF34.5K shares-6.59%2026-03-312026-04-14

DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF31.8K shares-4.27%2026-03-312026-04-14

DXUV DIMENSIONAL US VECTOR EQUITY ETF20.8K shares133.49%2026-03-312026-04-14

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF31.3K shares-7.47%2026-03-312026-04-14

FELV FIDELITY ENHANCED LARGE CAP VALUE ETF33.7K shares-1.27%2026-03-312026-04-14

Sponsored

AMZN AMAZON COM INC COM5.0K shares-0.87%2026-03-312026-04-14

MSFT MICROSOFT CORP COM2.8K shares-3.12%2026-03-312026-04-14

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A3.5K shares-8.49%2026-03-312026-04-14

SPY STATE STREET SPDR S&P 500 ETF1.5K shares0.33%2026-03-312026-04-14

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF22.3K sharesnew addition2026-03-312026-04-14

CAT CATERPILLAR INC COM1.1K shares0.37%2026-03-312026-04-14

TSLA TESLA INC COM1.9K shares-0.05%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON COM2.8K shares0.79%2026-03-312026-04-14

Sponsored

VTI VANGUARD TOTAL STOCK MARKET ETF2.1K shares6.29%2026-03-312026-04-14

LLY ELI LILLY & CO COM726 shares1.68%2026-03-312026-04-14

BROADCOM INC COM BROADCOM INC COM2.1K shares3.45%2026-03-312026-04-14

SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF6.8K shares0.34%2026-03-312026-04-14

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF11.3K shares0.48%2026-03-312026-04-14

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5.3K shares-0.78%2026-03-312026-04-14

NLR VANECK URANIUM AND NUCLEAR ETF4.7K shares0.00%2026-03-312026-04-14

IVV ISHARES CORE S&P 500 ETF932 shares2.31%2026-03-312026-04-14

Sponsored

GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF13.9K shares-0.01%2026-03-312026-04-14

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF7.3K shares20.23%2026-03-312026-04-14

XBAP INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL13.6K shares-32.23%2026-03-312026-04-14

XOM EXXON MOBIL CORP COM3.1K shares3.01%2026-03-312026-04-14

XTAP INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF12.2K shares0.00%2026-03-312026-04-14

CWI STATE STREET SPDR MSCI ACWI EX-US ETF13.6K shares0.00%2026-03-312026-04-14

VB VANGUARD SMALL-CAP ETF1.9K shares0.64%2026-03-312026-04-14

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF11.7K sharesnew addition2026-03-312026-04-14

Sponsored

CVX CHEVRON CORPORATION COM2.3K shares0.30%2026-03-312026-04-14

BSV VANGUARD SHORT-TERM BOND ETF6.0K shares3.95%2026-03-312026-04-14

DXIV DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF6.9K shares43.75%2026-03-312026-04-14

BALT INNOVATOR DEFINED WEALTH SHIELD ETF13.9K shares0.00%2026-03-312026-04-14

DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF10.6K shares98.03%2026-03-312026-04-14

META META PLATFORMS INC CL A736 shares3.81%2026-03-312026-04-14

HSY HERSHEY CO COM2.0K shares0.30%2026-03-312026-04-14

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.5K shares-2.21%2026-03-312026-04-14

Sponsored

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF80.8K shares-4.86%2026-03-312026-04-14

XBOC INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER12.3K shares0.00%2026-03-312026-04-14

VEA VANGUARD FTSE DEVELOPED MARKETS ETF6.1K shares3.99%2026-03-312026-04-14

IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY10.6K shares0.00%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS COM1.6K shares-1.18%2026-03-312026-04-14

WMT WALMART INC COM3.0K shares-7.04%2026-03-312026-04-14

VONV VANGUARD RUSSELL 1000 VALUE ETF4.0K shares0.25%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW772 shares0.92%2026-03-312026-04-14

Sponsored

MPLX MPLX LP COM UNIT REP LTD6.4K shares0.00%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO COM1.2K shares-7.03%2026-03-312026-04-14

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.6K shares0.00%2026-03-312026-04-14

NFLX NETFLIX INC. COM3.4K shares6.73%2026-03-312026-04-14

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF9.7K shares0.16%2026-03-312026-04-14

VBR VANGUARD SMALL CAP VALUE ETF1.5K shares0.27%2026-03-312026-04-14

VTV VANGUARD VALUE ETF1.6K shares0.49%2026-03-312026-04-14

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF6.6K shares1.62%2026-03-312026-04-14

Sponsored

CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF5.1K sharesnew addition2026-03-312026-04-14

KO COCA COLA CO COM3.9K shares1.60%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION COM291 shares24.36%2026-03-312026-04-14

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF6.1K shares0.25%2026-03-312026-04-14

IVW ISHARES S&P 500 GROWTH ETF2.5K shares0.00%2026-03-312026-04-14

DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND3.3K shares0.15%2026-03-312026-04-14

PG PROCTER & GAMBLE CO COM1.8K shares-3.35%2026-03-312026-04-14

PWR QUANTA SVCS INC COM462 shares0.43%2026-03-312026-04-14

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF4.6K shares1.63%2026-03-312026-04-14

ORCL ORACLE CORP COM1.7K shares3.24%2026-03-312026-04-14

SCHK SCHWAB 1000 INDEX ETF7.8K shares-1.27%2026-03-312026-04-14

XTJA INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY7.5K shares0.00%2026-03-312026-04-14

XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY7.1K shares0.00%2026-03-312026-04-14

VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K shares-0.96%2026-03-312026-04-14

AGG ISHARES CORE U.S. AGGREGATE BOND ETF2.2K sharesnew addition2026-03-312026-04-14

CL COLGATE PALMOLIVE CO COM2.4K shares1.04%2026-03-312026-04-14

Sponsored

TQQQ PROSHARES ULTRAPRO QQQ154.4K shares0.00%2026-03-312026-04-14

FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK17.3K shares4.23%2026-03-312026-04-14

INSPIREMD INC COM INSPIREMD INC COM24.4K shares-42.43%2026-03-312026-04-14

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

6.55%

Shares374.8K

Event2026-03-31

Filed2026-04-14

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

33.05%

Shares604.0K

Event2026-03-31

Filed2026-04-14

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

17.90%

Shares574.8K

Event2026-03-31

Filed2026-04-14

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

1.84%

Shares249.6K

Event2026-03-31

Filed2026-04-14

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

-0.89%

Shares185.3K

Event2026-03-31

Filed2026-04-14

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

8.11%

Shares302.8K

Event2026-03-31

Filed2026-04-14

VANGUARD S&P 500 ETF

59.87%

Shares16.8K

Event2026-03-31

Filed2026-04-14

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

5.99%

Shares116.6K

Event2026-03-31

Filed2026-04-14

DFNM

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

7.84%

Shares147.8K

Event2026-03-31

Filed2026-04-14

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

2.88%

Shares174.7K

Event2026-03-31

Filed2026-04-14

DFLV

DIMENSIONAL US LARGE CAP VALUE ETF

36.72%

Shares165.9K

Event2026-03-31

Filed2026-04-14

DFEV

DIMENSIONAL EMERGING MARKETS VALUE ETF

10.80%

Shares167.9K

Event2026-03-31

Filed2026-04-14

DFGP

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

New

Shares113.4K

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.03%

Shares65.8K

Event2026-03-31

Filed2026-04-14

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

31.00%

Shares83.1K

Event2026-03-31

Filed2026-04-14

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

20.94%

Shares149.2K

Event2026-03-31

Filed2026-04-14

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

10.43%

Shares98.9K

Event2026-03-31

Filed2026-04-14

DUSB

DIMENSIONAL ULTRASHORT FIXED INCOME ETF

18.19%

Shares64.4K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC COM

1.60%

Shares10.3K

Event2026-03-31

Filed2026-04-14

DFAW

DIMENSIONAL WORLD EQUITY ETF

4.81%

Shares28.2K

Event2026-03-31

Filed2026-04-14

DFIS

DIMENSIONAL INTERNATIONAL SMALL CAP ETF

3.07%

Shares55.9K

Event2026-03-31

Filed2026-04-14

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

-2.40%

Shares39.5K

Event2026-03-31

Filed2026-04-14

DFAR

DIMENSIONAL US REAL ESTATE ETF

-1.67%

Shares74.6K

Event2026-03-31

Filed2026-04-14

BUFF

INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF

-0.27%

Shares33.8K

Event2026-03-31

Filed2026-04-14

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

-64.46%

Shares36.7K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION COM

-0.34%

Shares8.6K

Event2026-03-31

Filed2026-04-14

DCOR

DIMENSIONAL US CORE EQUITY 1 ETF

69.94%

Shares19.0K

Event2026-03-31

Filed2026-04-14

XDSQ

INNOVATOR US EQUITY ACCELERATED ETF

-6.59%

Shares34.5K

Event2026-03-31

Filed2026-04-14

DFIP

DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF

-4.27%

Shares31.8K

Event2026-03-31

Filed2026-04-14

DXUV

DIMENSIONAL US VECTOR EQUITY ETF

133.49%

Shares20.8K

Event2026-03-31

Filed2026-04-14

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

-7.47%

Shares31.3K

Event2026-03-31

Filed2026-04-14

FELV

FIDELITY ENHANCED LARGE CAP VALUE ETF

-1.27%

Shares33.7K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC COM

-0.87%

Shares5.0K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP COM

-3.12%

Shares2.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC CAP STK CL A

-8.49%

Shares3.5K

Event2026-03-31

Filed2026-04-14

SPY

STATE STREET SPDR S&P 500 ETF

0.33%

Shares1.5K

Event2026-03-31

Filed2026-04-14

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

New

Shares22.3K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC COM

0.37%

Shares1.1K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC COM

-0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON COM

0.79%

Shares2.8K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD TOTAL STOCK MARKET ETF

6.29%

Shares2.1K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO COM

1.68%

Shares726

Event2026-03-31

Filed2026-04-14

BROADCOM INC COM

3.45%

Shares2.1K

Event2026-03-31

Filed2026-04-14

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

0.34%

Shares6.8K

Event2026-03-31

Filed2026-04-14

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

0.48%

Shares11.3K

Event2026-03-31

Filed2026-04-14

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

-0.78%

Shares5.3K

Event2026-03-31

Filed2026-04-14

NLR

VANECK URANIUM AND NUCLEAR ETF

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES CORE S&P 500 ETF

2.31%

Shares932

Event2026-03-31

Filed2026-04-14

GWX

STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF

-0.01%

Shares13.9K

Event2026-03-31

Filed2026-04-14

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

20.23%

Shares7.3K

Event2026-03-31

Filed2026-04-14

XBAP

INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL

-32.23%

Shares13.6K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP COM

3.01%

Shares3.1K

Event2026-03-31

Filed2026-04-14

XTAP

INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-14

CWI

STATE STREET SPDR MSCI ACWI EX-US ETF

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-14

VANGUARD SMALL-CAP ETF

0.64%

Shares1.9K

Event2026-03-31

Filed2026-04-14

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

New

Shares11.7K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION COM

0.30%

Shares2.3K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD SHORT-TERM BOND ETF

3.95%

Shares6.0K

Event2026-03-31

Filed2026-04-14

DXIV

DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF

43.75%

Shares6.9K

Event2026-03-31

Filed2026-04-14

BALT

INNOVATOR DEFINED WEALTH SHIELD ETF

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-14

DFSI

DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF

98.03%

Shares10.6K

Event2026-03-31

Filed2026-04-14