Instuitional Investor - Vestia Personal Wealth Advisors
Fund Profile
Filing Period:
Fund Name: | Vestia Personal Wealth Advisors |
Portfolio Value | $126,390,889 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 434,148 | $12,059,393 | 9.54% | |
2. | Dimensional Etf Trust | 286,264 | $11,267,651 | 8.91% | |
3. | Dimensional Etf Trust | 316,278 | $10,432,405 | 8.25% | |
4. | Dimensional Etf Trust | 189,258 | $9,744,886 | 7.71% | |
5. | Dimensional Etf Trust | 209,450 | $8,628,209 | 6.83% |