Instuitional Investor - Vestia Personal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Vestia Personal Wealth Advisors |
| Portfolio Value | $145,980,545 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 330,962 | $14,175,026 | 9.71% | |
| 2. | Dimensional Etf Trust | 356,460 | $12,773,724 | 8.75% | |
| 3. | Dimensional Etf Trust | 390,037 | $12,124,892 | 8.31% | |
| 4. | Dimensional Etf Trust | 187,631 | $10,124,549 | 6.94% | |
| 5. | Dimensional Etf Trust | 233,367 | $9,865,064 | 6.76% |
