VESTIA PERSONAL WEALTH ADVISORS
Q4 2025 13F Holdings
- Locationfort wayne, IN
- Num holdings
98
- Value ($000)
$196,819
- Date Filed01/27/2026
- Form type13F-HR
- CIK0002033299
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 | $18.14M | 9 % | 351,744 | ||
DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 | $18.05M | 9 % | 453,922 | ||
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $17.44M | 9 % | 487,547 | ||
DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 | $12.01M | 6 % | 186,932 | ||
DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | $11.96M | 6 % | 245,078 | ||
DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 | $9.94M | 5 % | 280,061 | ||
DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | $8.28M | 4 % | 109,997 | ||
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ETF | 25434V849 | $6.63M | 3 % | 137,023 | ||
VANGUARD S&P 500 ETF | ETF | 922908363 | $6.63M | 3 % | 10,514 | ||
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 | $5.94M | 3 % | 169,761 |
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