VESTIA PERSONAL WEALTH ADVISORS
•CIK: 2033299•Filing: Q4 2025
**VESTIA PERSONAL WEALTH ADVISORS** manages $197M across a concentrated portfolio of 98 positions. The fund exhibits a significant overweighting toward specific, high-conviction holdings, notably allocating $18.1M to DFIV and $18.0M to DFAC. Further concentration is evident with $17.4M in DFIC, suggesting a deep, thematic focus within its investment thesis. The portfolio structure balances these concentrated bets with broader exposure, including a $6.6M allocation to VOO.
Total AUM
$196.8M
QoQ Performance
+14.1%
Positions
98
Top 10 Concentration
58.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFIV
DFAC
DFIC
DFAT
DFUV
DFSV
DFIV9.2%
DFAC9.2%
DFIC8.9%
DFAT6.1%
DFUV6.1%
DFSV5.1%
DFAS4.2%
DFNM3.4%
📈 Biggest Buys
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+11.4%
8.9% of portfolio
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+21.2%
5.1% of portfolio
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+63.4%
2.2% of portfolio
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+7.4%
9.2% of portfolio
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+62.1%
1.5% of portfolio
📉 Biggest Sells
VTI
VANGUARD TOTAL STOCK MARKET ETF
-89.1%
0.3% of portfolio
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
-28.1%
1.4% of portfolio
XDSQ
INNOVATOR US EQUITY ACCELERATED ETF
-11.6%
0.8% of portfolio
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
-6.3%
0.9% of portfolio
DXIV
DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF
-23.6%
0.2% of portfolio
Sector Breakdown
Other87.7%
Technology4.6%
ETF4.2%
Consumer1.3%
Healthcare0.7%
Financial0.5%
Industrial0.4%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑54 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024