VESTIA PERSONAL WEALTH ADVISORS
Q4 2024 13F Holdings
- Locationfort wayne, IN
- Num holdings
95
- Value ($000)
$121,465
- Date Filed01/27/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 | $11.01M | 9 % | 197,779 | ||
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $10.59M | 9 % | 409,573 | ||
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 | $9.67M | 8 % | 279,584 | ||
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 | $9.65M | 8 % | 271,910 | ||
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | $7.95M | 7 % | 194,219 | ||
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ETF | 25434V849 | $5.54M | 5 % | 115,991 | ||
DFAS DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | $4.55M | 4 % | 69,879 | ||
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF | ETF | 25434V401 | $4.22M | 4 % | 66,133 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $3.95M | 3 % | 7,330 | ||
DFSV DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 | $3.53M | 3 % | 114,814 |
Rows Per Page
1 - 10 of 9510
- 10
- 50
- 100