Institutional Fund
Vestia Personal Wealth Advisors
Fort Wayne, INCIK 20332995 filings on record
Portfolio Value
$212.80M
Q1 2026
Holdings
99
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+8.1%
from $196.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust9.3%
- Dimensional ETF Trust9.2%
- Dimensional ETF Trust8.6%
- Dimensional ETF Trust5.7%
- Dimensional ETF Trust5.4%
- Dimensional ETF Trust5.0%
- Other56.8%
Portfolio Holdings
99 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 374.8K | $19.78M | 9.3% | +23.1K | Added |
| 2 | Dimensional ETF Trust | 604.0K | $19.65M | 9.2% | +150.0K | Added |
| 3 | Dimensional ETF Trust | 574.8K | $18.20M | 8.6% | +87.3K | Added |
| 4 | Dimensional ETF Trust | 249.6K | $12.09M | 5.7% | +4.5K | Added |
| 5 | Dimensional ETF Trust | 185.3K | $11.57M | 5.4% | −1.7K | Reduced |
| 6 | Dimensional ETF Trust | 302.8K | $10.61M | 5.0% | +22.7K | Added |
| 7 | Vanguard Index Fds | 16.8K | $10.04M | 4.7% | +6.3K | Added |
| 8 | Dimensional ETF Trust | 116.6K | $8.29M | 3.9% | +6.6K | Added |
| 9 | Dimensional ETF Trust | 147.8K | $7.08M | 3.3% | +10.7K | Added |
| 10 | Dimensional ETF Trust | 174.7K | $6.03M | 2.8% | +4.9K | Added |
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