Instuitional Investor - Vestia Personal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Vestia Personal Wealth Advisors |
| Portfolio Value | $172,548,873 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 347,881 | $16,044,271 | 9.3% | |
| 2. | Dimensional Etf Trust | 422,740 | $15,980,862 | 9.26% | |
| 3. | Dimensional Etf Trust | 437,726 | $14,353,028 | 8.32% | |
| 4. | Dimensional Etf Trust | 187,759 | $10,929,435 | 6.33% | |
| 5. | Dimensional Etf Trust | 243,449 | $10,879,748 | 6.31% |