The Analysis of VESTIA PERSONAL WEALTH ADVISORS's Holdings
Currently, VESTIA PERSONAL WEALTH ADVISORS holds 98 types of securities in its portfolio with a total value $196.8M. In the most recent quarter, they have increased their positions in DFIC (+49.8K shares, valued at $1.8M), DFSV (+48.9K shares, valued at $1.7M), DFLV (+47.1K shares, valued at $1.7M); decreased their positions in VTI (-16.3K shares, valued at $5.5M), DUSB (-21.3K shares, valued at $1.1M), XDSQ (-4.8K shares, valued at $202.4K); initiated new positions in DFSI (+5.3K shares, valued at $236.1K), FBTC (+2.9K shares, valued at $225.4K), PWR (+460 shares, valued at $217.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF351.7K shares1.11%2025-12-312026-01-27
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF453.9K shares7.38%2025-12-312026-01-27 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF487.5K shares11.38%2025-12-312026-01-27 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF186.9K shares-0.44%2025-12-312026-01-27 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF245.1K shares0.67%2025-12-312026-01-27 DFSV DIMENSIONAL US SMALL CAP VALUE ETF280.1K shares21.18%2025-12-312026-01-27 DFAS DIMENSIONAL U.S. SMALL CAP ETF110.0K shares9.22%2025-12-312026-01-27 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF137.0K shares8.92%2025-12-312026-01-27 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF169.8K shares6.03%2025-12-312026-01-27 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF151.5K shares19.19%2025-12-312026-01-27 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF65.8K shares-0.97%2025-12-312026-01-27 DFCF DIMENSIONAL CORE FIXED INCOME ETF103.2K shares30.95%2025-12-312026-01-27 DFLV DIMENSIONAL US LARGE CAP VALUE ETF121.3K shares63.37%2025-12-312026-01-27 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF89.6K shares18.61%2025-12-312026-01-27 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF123.4K shares42.33%2025-12-312026-01-27 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF63.4K shares62.11%2025-12-312026-01-27 DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF54.5K shares-28.10%2025-12-312026-01-27 AAPL APPLE INC COM10.1K shares1.47%2025-12-312026-01-27 DFAW DIMENSIONAL WORLD EQUITY ETF26.9K shares25.77%2025-12-312026-01-27 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF40.5K shares0.88%2025-12-312026-01-27 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF54.2K shares-1.58%2025-12-312026-01-27 DFAR DIMENSIONAL US REAL ESTATE ETF75.9K shares2.47%2025-12-312026-01-27 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF33.9K shares-6.32%2025-12-312026-01-27 NVDA NVIDIA CORPORATION COM8.6K shares9.03%2025-12-312026-01-27 XDSQ INNOVATOR US EQUITY ACCELERATED ETF37.0K shares-11.55%2025-12-312026-01-27 DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF33.3K shares1.71%2025-12-312026-01-27 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF33.8K shares0.82%2025-12-312026-01-27 MSFT MICROSOFT CORP COM2.9K shares1.32%2025-12-312026-01-27 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF34.1K shares1.46%2025-12-312026-01-27 AMZN AMAZON COM INC COM5.1K shares7.83%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TRUST1.5K shares-0.33%2025-12-312026-01-27 DCOR DIMENSIONAL US CORE EQUITY 1 ETF11.2K shares44.96%2025-12-312026-01-27 TSLA TESLA INC COM1.9K shares0.26%2025-12-312026-01-27 XBAP INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL20.0K shares-9.90%2025-12-312026-01-27 LLY ELI LILLY & CO COM714 shares3.18%2025-12-312026-01-27 NLR VANECK URANIUM AND NUCLEAR ETF4.7K shares1.02%2025-12-312026-01-27 CAT CATERPILLAR INC COM1.1K shares-6.84%2025-12-312026-01-27 VTI VANGUARD TOTAL STOCK MARKET ETF2.0K shares-89.14%2025-12-312026-01-27 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF6.8K shares-3.53%2025-12-312026-01-27 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5.4K shares-2.77%2025-12-312026-01-27 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF11.3K shares-0.34%2025-12-312026-01-27 IVV ISHARES CORE S&P 500 ETF911 shares1.79%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON COM2.8K shares1.08%2025-12-312026-01-27 GWX SPDR S&P INTERNATIONAL SMALL CAP ETF13.9K shares-0.50%2025-12-312026-01-27 DXUV DIMENSIONAL US VECTOR EQUITY ETF8.9K shares-7.52%2025-12-312026-01-27 VB VANGUARD SMALL-CAP ETF1.9K shares-1.16%2025-12-312026-01-27 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF6.1K shares-1.18%2025-12-312026-01-27 CWI SPDR MSCI ACWI EX-US ETF13.6K shares0.00%2025-12-312026-01-27 XTAP INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF12.2K shares0.00%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS COM1.6K shares0.94%2025-12-312026-01-27 BALT INNOVATOR DEFINED WEALTH SHIELD ETF13.9K shares0.00%2025-12-312026-01-27 BSV VANGUARD SHORT-TERM BOND ETF5.8K shares1.73%2025-12-312026-01-27 META META PLATFORMS INC CL A709 shares5.51%2025-12-312026-01-27 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF85.0K shares3.41%2025-12-312026-01-27 XBOC INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER12.3K shares0.00%2025-12-312026-01-27 XOM EXXON MOBIL CORP COM3.0K shares2.16%2025-12-312026-01-27 HSY HERSHEY CO COM2.0K shares-0.25%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO. COM1.3K shares2.70%2025-12-312026-01-27 IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY10.6K shares-3.75%2025-12-312026-01-27 WMT WALMART INC COM3.2K shares1.54%2025-12-312026-01-27 CVX CHEVRON CORP NEW COM2.3K shares-5.70%2025-12-312026-01-27 VONV VANGUARD RUSSELL 1000 VALUE ETF4.0K shares0.00%2025-12-312026-01-27 VEA VANGUARD FTSE DEVELOPED MARKETS ETF5.8K shares1.44%2025-12-312026-01-27 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.6K shares100.00%2025-12-312026-01-27 MPLX MPLX LP COM UNIT REP LTD6.4K shares-0.62%2025-12-312026-01-27 VBR VANGUARD SMALL CAP VALUE ETF1.5K shares0.75%2025-12-312026-01-27 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF9.6K shares2.18%2025-12-312026-01-27 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF6.5K shares1.01%2025-12-312026-01-27 DXIV DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF4.8K shares-23.62%2025-12-312026-01-27 VTV VANGUARD VALUE ETF1.6K shares-0.67%2025-12-312026-01-27 IVW ISHARES S&P 500 GROWTH ETF2.5K shares0.00%2025-12-312026-01-27 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF6.1K shares-12.12%2025-12-312026-01-27 ORCL ORACLE CORP COM1.6K shares-2.01%2025-12-312026-01-27 BSX BOSTON SCIENTIFIC CORP COM3.0K shares0.03%2025-12-312026-01-27 DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND3.3K shares0.73%2025-12-312026-01-27 KO COCA COLA CO COM3.8K shares3.81%2025-12-312026-01-27 NFLX NETFLIX INC. COM3.2K shares909.43%2025-12-312026-01-27 PG PROCTER & GAMBLE CO COM1.8K shares-4.31%2025-12-312026-01-27 SCHK SCHWAB 1000 INDEX ETF7.9K shares0.00%2025-12-312026-01-27 VWO VANGUARD FTSE EMERGING MARKETS ETF4.5K shares1.24%2025-12-312026-01-27 XTJA INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY7.5K shares0.00%2025-12-312026-01-27 DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF5.3K sharesnew addition2025-12-312026-01-27 VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K shares0.00%2025-12-312026-01-27 COST COSTCO WHOLESALE CORPORATION COM234 shares1.30%2025-12-312026-01-27 XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY7.1K shares-6.17%2025-12-312026-01-27 FBTC FIDELITY WISE ORIGIN BITCOIN FUND2.9K sharesnew addition2025-12-312026-01-27 V VISA INC COM CL A690 shares1.77%2025-12-312026-01-27 PWR QUANTA SVCS INC COM460 sharesnew addition2025-12-312026-01-27 NUE NUCOR CORP COM1.2K sharesnew addition2025-12-312026-01-27 CL COLGATE PALMOLIVE CO COM2.4K sharesnew addition2025-12-312026-01-27 TQQQ PROSHARES ULTRAPRO QQQ154.4K shares0.00%2025-12-312026-01-27 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK16.6K shares3.21%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available