The Analysis of VESTIA PERSONAL WEALTH ADVISORS's Holdings
Currently, VESTIA PERSONAL WEALTH ADVISORS holds 99 types of securities in its portfolio with a total value $172.5M. In the most recent quarter, they have increased their positions in DUSB (+64.9K shares, valued at $3.3M), DFAC (+66.3K shares, valued at $2.5M), DFIC (+47.7K shares, valued at $1.6M); decreased their positions in VEA (-7.5K shares, valued at $452.4K), VONV (-4.1K shares, valued at $370.5K), TSLA (-718 shares, valued at $319.2K); initiated new positions in CWI (+13.6K shares, valued at $474.2K), DXIV (+6.3K shares, valued at $387.4K), AN (+1.5K shares, valued at $332.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF347.9K shares5.11%2025-09-302025-10-15
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF422.7K shares18.59%2025-09-302025-10-15 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF437.7K shares12.23%2025-09-302025-10-15 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF187.8K shares0.07%2025-09-302025-10-15 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF243.4K shares4.32%2025-09-302025-10-15 DFSV DIMENSIONAL US SMALL CAP VALUE ETF231.1K shares19.96%2025-09-302025-10-15 DFAS DIMENSIONAL U.S. SMALL CAP ETF100.7K shares12.23%2025-09-302025-10-15 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF125.8K shares8.77%2025-09-302025-10-15 VOO VANGUARD S&P 500 ETF9.0K shares5.74%2025-09-302025-10-15 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF160.1K shares14.41%2025-09-302025-10-15 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF66.4K shares0.34%2025-09-302025-10-15 DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF75.8K shares596.76%2025-09-302025-10-15 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF127.1K shares31.46%2025-09-302025-10-15 DFCF DIMENSIONAL CORE FIXED INCOME ETF78.8K shares47.34%2025-09-302025-10-15 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF75.5K shares9.51%2025-09-302025-10-15 AAPL APPLE INC COM10.0K shares7.22%2025-09-302025-10-15 DFLV DIMENSIONAL US LARGE CAP VALUE ETF74.3K shares45.23%2025-09-302025-10-15 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF86.7K shares40.27%2025-09-302025-10-15 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF39.1K shares68.62%2025-09-302025-10-15 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF40.2K shares9.93%2025-09-302025-10-15 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF36.2K shares-0.53%2025-09-302025-10-15 DFAR DIMENSIONAL US REAL ESTATE ETF74.1K shares13.08%2025-09-302025-10-15 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF55.1K shares11.99%2025-09-302025-10-15 XDSQ INNOVATOR US EQUITY ACCELERATED ETF41.8K shares0.00%2025-09-302025-10-15 DFAW DIMENSIONAL WORLD EQUITY ETF21.4K shares16.14%2025-09-302025-10-15 MSFT MICROSOFT CORP COM2.9K shares11.56%2025-09-302025-10-15 NVDA NVIDIA CORPORATION COM7.9K shares5.08%2025-09-302025-10-15 DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF32.7K shares4.52%2025-09-302025-10-15 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF33.5K shares0.34%2025-09-302025-10-15 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF33.7K shares-3.62%2025-09-302025-10-15 AMZN AMAZON COM INC COM4.7K shares0.23%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TRUST1.5K shares-0.20%2025-09-302025-10-15 GOOGL ALPHABET INC CAP STK CL A3.7K shares10.62%2025-09-302025-10-15 TSLA TESLA INC COM1.9K shares-27.15%2025-09-302025-10-15 XBAP INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL22.2K shares-8.78%2025-09-302025-10-15 VTI VANGUARD TOTAL STOCK MARKET ETF18.3K shares12.80%2025-09-302025-10-15 AVGO BROADCOM INC COM2.0K shares2.39%2025-09-302025-10-15 SPYV SPDR PORTFOLIO S&P 500 VALUE ETF11.3K shares0.32%2025-09-302025-10-15 SLYV SPDR S&P 600 SMALL CAP VALUE ETF7.1K shares-0.13%2025-09-302025-10-15 NLR VANECK URANIUM AND NUCLEAR ETF4.6K shares0.20%2025-09-302025-10-15 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5.5K shares0.18%2025-09-302025-10-15 IVV ISHARES CORE S&P 500 ETF895 shares0.79%2025-09-302025-10-15 DXUV DIMENSIONAL US VECTOR EQUITY ETF9.6K shares62.55%2025-09-302025-10-15 GWX SPDR S&P INTERNATIONAL SMALL CAP ETF14.0K shares-1.01%2025-09-302025-10-15 DCOR DIMENSIONAL US CORE EQUITY 1 ETF7.7K shares21.49%2025-09-302025-10-15 CAT CATERPILLAR INC COM1.2K shares14.81%2025-09-302025-10-15 LLY ELI LILLY & CO COM692 shares-1.14%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON COM2.8K shares0.80%2025-09-302025-10-15 SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF6.2K shares0.21%2025-09-302025-10-15 META META PLATFORMS INC CL A672 shares63.11%2025-09-302025-10-15 XTAP INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF12.2K shares0.00%2025-09-302025-10-15 VB VANGUARD SMALL-CAP ETF1.9K shares18.93%2025-09-302025-10-15 CWI SPDR MSCI ACWI EX-US ETF13.6K sharesnew addition2025-09-302025-10-15 ORCL ORACLE CORP COM1.6K shares2.76%2025-09-302025-10-15 BALT INNOVATOR DEFINED WEALTH SHIELD ETF13.9K shares72.75%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS COM1.6K shares18.22%2025-09-302025-10-15 BSV VANGUARD SHORT-TERM BOND ETF5.7K shares1.29%2025-09-302025-10-15 SPYM SPDR PORTFOLIO S&P 500 ETF82.2K shares1397.19%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW801 shares2.96%2025-09-302025-10-15 XBOC INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER12.3K shares0.00%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO. COM1.3K shares29.63%2025-09-302025-10-15 IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY11.0K shares0.00%2025-09-302025-10-15 DXIV DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF6.3K sharesnew addition2025-09-302025-10-15 CVX CHEVRON CORP NEW COM2.5K shares13.43%2025-09-302025-10-15 NFLX NETFLIX INC COM318 shares0.32%2025-09-302025-10-15 HSY HERSHEY CO COM2.0K shares0.10%2025-09-302025-10-15 XLK TECHNOLOGY SELECT SECTOR SPDR FUND1.3K shares0.00%2025-09-302025-10-15 GOOG ALPHABET INC CAP STK CL C1.5K shares4.84%2025-09-302025-10-15 VONV VANGUARD RUSSELL 1000 VALUE ETF4.0K shares-51.14%2025-09-302025-10-15 VEA VANGUARD FTSE DEVELOPED MARKETS ETF5.8K shares-56.71%2025-09-302025-10-15 XOM EXXON MOBIL CORP COM3.0K shares0.89%2025-09-302025-10-15 AN AUTONATION INC COM1.5K sharesnew addition2025-09-302025-10-15 WMT WALMART INC COM3.2K shares1.01%2025-09-302025-10-15 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF6.9K shares-11.63%2025-09-302025-10-15 MPLX MPLX LP COM UNIT REP LTD6.5K sharesnew addition2025-09-302025-10-15 VBR VANGUARD SMALL CAP VALUE ETF1.5K shares0.41%2025-09-302025-10-15 VTV VANGUARD VALUE ETF1.6K shares1.42%2025-09-302025-10-15 IVW ISHARES S&P 500 GROWTH ETF2.5K shares0.00%2025-09-302025-10-15 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF9.4K shares-1.73%2025-09-302025-10-15 SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF6.4K shares0.31%2025-09-302025-10-15 BSX BOSTON SCIENTIFIC CORP COM3.0K shares0.69%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO COM1.9K shares10.51%2025-09-302025-10-15 MSTR STRATEGY INC CL A NEW893 shares-45.91%2025-09-302025-10-15 DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND3.3K shares-0.48%2025-09-302025-10-15 SCHK SCHWAB 1000 INDEX ETF7.9K shares-2.26%2025-09-302025-10-15 KO COCA COLA CO COM3.7K shares3.17%2025-09-302025-10-15 VWO VANGUARD FTSE EMERGING MARKETS ETF4.4K shares-39.09%2025-09-302025-10-15 GBTC GRAYSCALE BITCOIN TRUST ETF2.7K shares0.00%2025-09-302025-10-15 XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY7.6K shares0.00%2025-09-302025-10-15 V VISA INC COM CL A678 shares-2.02%2025-09-302025-10-15 XTJA INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY7.5K shares0.00%2025-09-302025-10-15 VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K shares1.57%2025-09-302025-10-15 PANW PALO ALTO NETWORKS INC COM1.1K shares-0.09%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW COM231 shares2.67%2025-09-302025-10-15 TQQQ PROSHARES ULTRAPRO QQQ154.4K shares208.89%2025-09-302025-10-15 NCDL NUVEEN CHURCHILL DIRECT LENDIN COM SHS11.0K shares0.00%2025-09-302025-10-15 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK16.1K shares-26.10%2025-09-302025-10-15 NSPR INSPIREMD INC COM42.4K shares135.69%2025-09-302025-10-15 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND10.1K sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available